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InterOcean Capital’s BHP BHP Stock Holding History

InterOcean Capital’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
-6,913
Closed -$272K – 156
2015
Q1 		$272K Sell
6,913
-17,017
-71% -$691K 0.09% 110
2014
Q4 		$957K Sell
23,930
-31,858
-57% -$1.47M 0.35% 57
2014
Q3 		$2.78M Sell
55,788
-31,945
-36% -$1.86M 1.04% 35
2014
Q2 		$5.08M Buy
87,733
+30,540
+53% +$1.79M 1.54% 22
2014
Q1 		$3.28M Buy
57,193
+14,434
+34% +$809K 1.42% 21
2013
Q4 		$2.47M Sell
42,759
-290
-0.7% -$16.8K 1.04% 31
2013
Q3 		$2.42M Buy
43,049
+876
+2% +$47.6K 1.23% 28
2013
Q2 		$2.06M Buy
+42,173
New +$2.34M 1.15% 30

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WI
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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 $501B 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