EWM
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Evercore Wealth Management’s BHP BHP Stock Holding History

Evercore 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
2015
Q4 		– Sell
-1,225
Closed -$35K – 1007
2015
Q3 		$35K Sell
1,225
-321
-21% -$10.4K ﹤0.01% 649
2015
Q2 		$56K Buy
1,546
+1,208
+357% +$48.8K ﹤0.01% 617
2015
Q1 		$13K Sell
338
-3,124
-90% -$127K ﹤0.01% 841
2014
Q4 		$139K Sell
3,462
-1,441
-29% -$66.5K 0.01% 412
2014
Q3 		$245K Buy
4,903
+3,129
+176% +$182K 0.01% 362
2014
Q2 		$101K Sell
1,774
-1,814
-51% -$107K 0.01% 511
2014
Q1 		$205K Sell
3,588
-282
-7% -$15.8K 0.01% 372
2013
Q4 		$223K Sell
3,870
-1,571
-29% -$90.9K 0.01% 355
2013
Q3 		$305K Sell
5,441
-108
-2% -$5.87K 0.02% 345
2013
Q2 		$270K Buy
+5,549
New +$308K 0.02% 362

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.02B AUM 16.73% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return