Family Capital Trust’s BHP BHP Stock Holding History

Family Capital Trust’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	-1,863	Closed	-$75K	–	83
2014 Q4	$75K	Hold	1,863	–	–	0.04%	67
2014 Q3	$93K	Hold	1,863	–	–	0.05%	65
2014 Q2	$108K	Hold	1,863	–	–	0.06%	65
2014 Q1	$107K	Hold	1,863	–	–	0.06%	65
2013 Q4	$107K	Hold	1,863	–	–	0.06%	63
2013 Q3	$105K	Hold	1,863	–	–	0.06%	69
2013 Q2	$91K	Buy	+1,863	New	+$103K	0.06%	75

Other funds holding BHP

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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 New York $167B AUM 44.17% 1-Year Est. Return

Family Capital Trust's BHP Position: Q1 2015 in Review

Family Capital Trust sold out of BHP (BHP) in Q1 2015, closing a stake of 1,863 shares — an estimated $75K sold.

Family Capital Trust first reported a position in BHP in Q2 2013 and held it in 7 quarters. The position peaked at $108K in Q2 2014. 402 funds tracked by Wall St. Rank hold BHP as of Q1 2015.

Family Capital Trust reported no remaining BHP position as of Q1 2015 after selling out during the quarter.
Family Capital Trust sold 1,863 BHP shares in Q1 2015, an estimated $75K.
Family Capital Trust first reported a position in BHP in Q2 2013 and held it in 7 quarters.
Family Capital Trust's BHP position peaked at $108K in Q2 2014.
402 funds tracked by Wall St. Rank held BHP as of Q1 2015.

Based on Family Capital Trust's 13F filing for Q1 2015, filed 29 Apr 2015.