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Hamilton Point Investment Advisors’s BHP BHP Stock Holding History

Hamilton Point Investment 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 		– Sell
-17,719
Closed -$696K – 67
2015
Q1 		$696K Buy
17,719
+6,523
+58% +$265K 0.57% 59
2014
Q4 		$448K Sell
11,196
-6,866
-38% -$317K 0.39% 60
2014
Q3 		$899K Sell
18,062
-11
-0.1% -$640 0.84% 57
2014
Q2 		$1.05M Sell
18,073
-361
-2% -$21.2K 0.97% 54
2014
Q1 		$1.06M Buy
18,434
+449
+2% +$25.2K 0.99% 53
2013
Q4 		$1.04M Buy
+17,985
New +$1.04M 1.03% 48

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

Hamilton Point Investment Advisors's BHP Position: Q2 2015 in Review

Hamilton Point Investment Advisors sold out of BHP (BHP) in Q2 2015, closing a stake of 17,719 shares — an estimated $696K sold.

Hamilton Point Investment Advisors first reported a position in BHP in Q4 2013 and held it in 6 quarters. The position peaked at $1.06M in Q1 2014. 395 funds tracked by Wall St. Rank hold BHP as of Q2 2015.

  • Hamilton Point Investment Advisors reported no remaining BHP position as of Q2 2015 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 17,719 BHP shares in Q2 2015, an estimated $696K.
  • Hamilton Point Investment Advisors first reported a position in BHP in Q4 2013 and held it in 6 quarters.
  • Hamilton Point Investment Advisors's BHP position peaked at $1.06M in Q1 2014.
  • 395 funds tracked by Wall St. Rank held BHP as of Q2 2015.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.