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Hirtle Callaghan & Co’s BHP BHP Stock Holding History

Hirtle Callaghan & Co’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
Q3 		– Sell
-4,731
Closed -$274K – 566
2014
Q2 		$274K Hold
4,731
– – 0.04% 206
2014
Q1 		$271K Hold
4,731
– – 0.04% 194
2013
Q4 		$273K Hold
4,731
– – 0.04% 198
2013
Q3 		$266K Buy
+4,731
New +$257K 0.04% 196

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hirtle Callaghan & Co's BHP Position: Q3 2014 in Review

Hirtle Callaghan & Co sold out of BHP (BHP) in Q3 2014, closing a stake of 4,731 shares — an estimated $274K sold.

Hirtle Callaghan & Co first reported a position in BHP in Q3 2013 and held it in 4 quarters. The position peaked at $274K in Q2 2014. 449 funds tracked by Wall St. Rank hold BHP as of Q3 2014.

  • Hirtle Callaghan & Co reported no remaining BHP position as of Q3 2014 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 4,731 BHP shares in Q3 2014, an estimated $274K.
  • Hirtle Callaghan & Co first reported a position in BHP in Q3 2013 and held it in 4 quarters.
  • Hirtle Callaghan & Co's BHP position peaked at $274K in Q2 2014.
  • 449 funds tracked by Wall St. Rank held BHP as of Q3 2014.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2014, filed 29 Oct 2014.