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Genesis Wealth Advisors’s BHP BHP Stock Holding History

Genesis Wealth Advisors’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
Q2 		$5.62K Sell
155
-8
-5% -$323 ﹤0.01% 396
2015
Q1 		$6.36K Hold
163
– – 0.01% 375
2014
Q4 		$7.25K Buy
+163
New +$7.52K 0.01% 400

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genesis Wealth Advisors's BHP Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its BHP (BHP) stake by 4.9% in Q2 2015, selling an estimated $323 and leaving 155 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Genesis Wealth Advisors first reported a position in BHP in Q4 2014 and has held it in 3 quarters since. The position peaked at $7.25K in Q4 2014. 395 funds tracked by Wall St. Rank hold BHP as of Q2 2015.

  • Genesis Wealth Advisors held 155 shares of BHP worth $5.62K as of Q2 2015.
  • Genesis Wealth Advisors sold 8 BHP shares in Q2 2015, an estimated $323.
  • BHP made up ﹤0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #396 holding.
  • Genesis Wealth Advisors first reported a position in BHP in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's BHP position peaked at $7.25K in Q4 2014.
  • 395 funds tracked by Wall St. Rank held BHP as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.