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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 $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Evercore Wealth Management's BHP Position: Q4 2015 in Review

Evercore Wealth Management sold out of BHP (BHP) in Q4 2015, closing a stake of 1,225 shares — an estimated $35K sold.

Evercore Wealth Management first reported a position in BHP in Q2 2013 and held it in 10 quarters. The position peaked at $305K in Q3 2013. 303 funds tracked by Wall St. Rank hold BHP as of Q4 2015.

  • Evercore Wealth Management reported no remaining BHP position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,225 BHP shares in Q4 2015, an estimated $35K.
  • Evercore Wealth Management first reported a position in BHP in Q2 2013 and held it in 10 quarters.
  • Evercore Wealth Management's BHP position peaked at $305K in Q3 2013.
  • 303 funds tracked by Wall St. Rank held BHP as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.