First National Bank of Mount Dora’s BHP BHP Stock Holding History

First National Bank of Mount Dora’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	-23,520	Closed	-$664K	–	77
2015 Q3	$664K	Sell	23,520 -3,745	-14%	-$122K	0.41%	63
2015 Q2	$990K	Sell	27,265 -2,582	-9%	-$104K	0.55%	57
2015 Q1	$1.17M	Buy	29,847 +562	+2%	+$22.8K	0.63%	54
2014 Q4	$1.17M	Sell	29,285 -429	-1%	-$19.8K	0.65%	55
2014 Q3	$1.48M	Buy	29,714 +2,690	+10%	+$156K	0.87%	48
2014 Q2	$1.56M	Buy	27,024 +1,893	+8%	+$111K	0.91%	47
2014 Q1	$1.44M	Buy	25,131 +6,061	+32%	+$340K	0.88%	48
2013 Q4	$1.1M	Buy	+19,070	New	+$1.1M	0.72%	51

Other funds holding BHP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First National Bank of Mount Dora's BHP Position: Q4 2015 in Review

First National Bank of Mount Dora sold out of BHP (BHP) in Q4 2015, closing a stake of 23,520 shares — an estimated $664K sold.

First National Bank of Mount Dora first reported a position in BHP in Q4 2013 and held it in 8 quarters. The position peaked at $1.56M in Q2 2014. 303 funds tracked by Wall St. Rank hold BHP as of Q4 2015.

First National Bank of Mount Dora reported no remaining BHP position as of Q4 2015 after selling out during the quarter.
First National Bank of Mount Dora sold 23,520 BHP shares in Q4 2015, an estimated $664K.
First National Bank of Mount Dora first reported a position in BHP in Q4 2013 and held it in 8 quarters.
First National Bank of Mount Dora's BHP position peaked at $1.56M in Q2 2014.
303 funds tracked by Wall St. Rank held BHP as of Q4 2015.

Based on First National Bank of Mount Dora's 13F filing for Q4 2015, filed 7 Jan 2016.