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Elite Wealth Management’s BHP BHP Stock Holding History

Elite Wealth Management’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,303
Closed -$75K – 356
2013
Q4 		$75K Sell
1,303
-589
-31% -$34.1K 0.05% 125
2013
Q3 		$106K Hold
1,892
– – 0.09% 117
2013
Q2 		$92K Buy
+1,892
New +$105K 0.14% 76

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Elite Wealth Management's BHP Position: Q1 2014 in Review

Elite Wealth Management sold out of BHP (BHP) in Q1 2014, closing a stake of 1,303 shares — an estimated $75K sold.

Elite Wealth Management first reported a position in BHP in Q2 2013 and held it in 3 quarters. The position peaked at $106K in Q3 2013. 446 funds tracked by Wall St. Rank hold BHP as of Q1 2014.

  • Elite Wealth Management reported no remaining BHP position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 1,303 BHP shares in Q1 2014, an estimated $75K.
  • Elite Wealth Management first reported a position in BHP in Q2 2013 and held it in 3 quarters.
  • Elite Wealth Management's BHP position peaked at $106K in Q3 2013.
  • 446 funds tracked by Wall St. Rank held BHP as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.