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Kanaly Trust’s BHP BHP Stock Holding History

Kanaly 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
2016
Q4 		$40K Sell
1,248
-18
-1% -$582 0.01% 310
2016
Q3 		$39K Sell
1,266
-672
-35% -$18.4K 0.01% 309
2016
Q2 		$49K Buy
1,938
+59
+3% +$1.47K 0.01% 282
2016
Q1 		$43K Buy
1,879
+727
+63% +$15.4K 0.01% 301
2015
Q4 		$26K Buy
1,152
+186
+19% +$4.97K 0.01% 384
2015
Q3 		$27K Sell
966
-361
-27% -$11.7K 0.01% 389
2015
Q2 		$48K Buy
1,327
+393
+42% +$15.9K 0.01% 314
2015
Q1 		$37K Buy
934
+23
+3% +$934 0.01% 315
2014
Q4 		$36K Buy
911
+711
+356% +$32.8K 0.01% 320
2014
Q3 		$10K Hold
200
– – ﹤0.01% 452
2014
Q2 		$12K Buy
200
+40
+25% +$2.35K ﹤0.01% 445
2014
Q1 		$9K Sell
160
-184
-53% -$10.3K ﹤0.01% 509
2013
Q4 		$20K Buy
+344
New +$19.9K ﹤0.01% 373

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Kanaly Trust's BHP Position: Q4 2016 in Review

Kanaly Trust reduced its BHP (BHP) stake by 1.4% in Q4 2016, selling an estimated $582 and leaving 1,248 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #310.

Kanaly Trust first reported a position in BHP in Q4 2013 and has held it in 13 quarters since. The position peaked at $49K in Q2 2016. 344 funds tracked by Wall St. Rank hold BHP as of Q4 2016.

  • Kanaly Trust held 1,248 shares of BHP worth $40K as of Q4 2016.
  • Kanaly Trust sold 18 BHP shares in Q4 2016, an estimated $582.
  • BHP made up 0.01% of Kanaly Trust's portfolio in Q4 2016, its #310 holding.
  • Kanaly Trust first reported a position in BHP in Q4 2013 and has held it in 13 quarters since.
  • Kanaly Trust's BHP position peaked at $49K in Q2 2016.
  • 344 funds tracked by Wall St. Rank held BHP as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.