IT
BHP icon

Independence Trust’s BHP BHP Stock Holding History

Independence Trust’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 		– Sell
-4,157
Closed -$207K – 135
2014
Q3 		$207K Hold
4,157
– – 0.14% 97
2014
Q2 		$241K Hold
4,157
– – 0.15% 90
2014
Q1 		$238K Hold
4,157
– – 0.16% 91
2013
Q4 		$240K Buy
+4,157
New +$241K 0.16% 91

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

Independence Trust's BHP Position: Q4 2014 in Review

Independence Trust sold out of BHP (BHP) in Q4 2014, closing a stake of 4,157 shares — an estimated $207K sold.

Independence Trust first reported a position in BHP in Q4 2013 and held it in 4 quarters. The position peaked at $241K in Q2 2014. 406 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

  • Independence Trust reported no remaining BHP position as of Q4 2014 after selling out during the quarter.
  • Independence Trust sold 4,157 BHP shares in Q4 2014, an estimated $207K.
  • Independence Trust first reported a position in BHP in Q4 2013 and held it in 4 quarters.
  • Independence Trust's BHP position peaked at $241K in Q2 2014.
  • 406 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on Independence Trust's 13F filing for Q4 2014, filed 12 Jan 2015.