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KMS Financial Services’s BHP BHP Stock Holding History

KMS Financial Services’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 		$301K Sell
5,998
-308
-5% -$17.9K 0.04% 374
2014
Q2 		$365K Sell
6,306
-65
-1% -$3.82K 0.05% 340
2014
Q1 		$366K Buy
6,371
+193
+3% +$10.8K 0.06% 330
2013
Q4 		$357K Buy
6,178
+144
+2% +$8.33K 0.06% 334
2013
Q3 		$339K Sell
6,034
-3,838
-39% -$209K 0.08% 267
2013
Q2 		$480K Buy
+9,872
New +$547K 0.13% 188

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KMS Financial Services's BHP Position: Q3 2014 in Review

KMS Financial Services reduced its BHP (BHP) stake by 4.9% in Q3 2014, selling an estimated $17.9K and leaving 5,998 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #374.

KMS Financial Services first reported a position in BHP in Q2 2013 and has held it in 6 quarters since. The position peaked at $480K in Q2 2013. 448 funds tracked by Wall St. Rank hold BHP as of Q3 2014.

  • KMS Financial Services held 5,998 shares of BHP worth $301K as of Q3 2014.
  • KMS Financial Services sold 308 BHP shares in Q3 2014, an estimated $17.9K.
  • BHP made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #374 holding.
  • KMS Financial Services first reported a position in BHP in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's BHP position peaked at $480K in Q2 2013.
  • 448 funds tracked by Wall St. Rank held BHP as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.