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Gary Goldberg Planning Services’s BHP BHP Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$4K Hold
105
– – ﹤0.01% 403
2014
Q3 		$5K Sell
105
-119
-53% -$6.92K ﹤0.01% 409
2014
Q2 		$13K Buy
+224
New +$13.2K 0.01% 327

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Gary Goldberg Planning Services's BHP Position: Q4 2014 in Review

Gary Goldberg Planning Services held its BHP (BHP) position steady in Q4 2014 at 105 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Gary Goldberg Planning Services first reported a position in BHP in Q2 2014 and has held it in 3 quarters since. The position peaked at $13K in Q2 2014. 406 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

  • Gary Goldberg Planning Services held 105 shares of BHP worth $4K as of Q4 2014.
  • Gary Goldberg Planning Services left its BHP share count unchanged in Q4 2014.
  • BHP made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #403 holding.
  • Gary Goldberg Planning Services first reported a position in BHP in Q2 2014 and has held it in 3 quarters since.
  • Gary Goldberg Planning Services's BHP position peaked at $13K in Q2 2014.
  • 406 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.