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Emerson Investment Management’s BHP BHP Stock Holding History

Emerson Investment 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
2015
Q1 		– Sell
-35,633
Closed -$1.43M – 148
2014
Q4 		$1.43M Sell
35,633
-11,218
-24% -$517K 0.28% 83
2014
Q3 		$2.33M Buy
46,851
+384
+0.8% +$22.3K 0.46% 77
2014
Q2 		$2.69M Buy
46,467
+633
+1% +$37.2K 0.53% 66
2014
Q1 		$2.63M Buy
45,834
+1,532
+3% +$85.9K 0.54% 65
2013
Q4 		$2.56M Buy
44,302
+2,649
+6% +$153K 0.54% 63
2013
Q3 		$2.34M Buy
+41,653
New +$2.27M 0.52% 63

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Emerson Investment Management's BHP Position: Q1 2015 in Review

Emerson Investment Management sold out of BHP (BHP) in Q1 2015, closing a stake of 35,633 shares — an estimated $1.43M sold.

Emerson Investment Management first reported a position in BHP in Q3 2013 and held it in 6 quarters. The position peaked at $2.69M in Q2 2014. 402 funds tracked by Wall St. Rank hold BHP as of Q1 2015.

  • Emerson Investment Management reported no remaining BHP position as of Q1 2015 after selling out during the quarter.
  • Emerson Investment Management sold 35,633 BHP shares in Q1 2015, an estimated $1.43M.
  • Emerson Investment Management first reported a position in BHP in Q3 2013 and held it in 6 quarters.
  • Emerson Investment Management's BHP position peaked at $2.69M in Q2 2014.
  • 402 funds tracked by Wall St. Rank held BHP as of Q1 2015.

Based on Emerson Investment Management's 13F filing for Q1 2015, filed 14 May 2015.