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Legacy Capital Partners’s BHP BHP Stock Holding History

Legacy Capital Partners’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
Q1 		– Sell
-4,110
Closed -$237K – 112
2013
Q4 		$237K Sell
4,110
-532
-11% -$30.8K 0.17% 98
2013
Q3 		$262K Sell
4,642
-2,180
-32% -$119K 0.2% 91
2013
Q2 		$333K Buy
+6,822
New +$378K 0.25% 79

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Legacy Capital Partners's BHP Position: Q1 2014 in Review

Legacy Capital Partners sold out of BHP (BHP) in Q1 2014, closing a stake of 4,110 shares — an estimated $237K sold.

Legacy Capital Partners first reported a position in BHP in Q2 2013 and held it in 3 quarters. The position peaked at $333K in Q2 2013. 446 funds tracked by Wall St. Rank hold BHP as of Q1 2014.

  • Legacy Capital Partners reported no remaining BHP position as of Q1 2014 after selling out during the quarter.
  • Legacy Capital Partners sold 4,110 BHP shares in Q1 2014, an estimated $237K.
  • Legacy Capital Partners first reported a position in BHP in Q2 2013 and held it in 3 quarters.
  • Legacy Capital Partners's BHP position peaked at $333K in Q2 2013.
  • 446 funds tracked by Wall St. Rank held BHP as of Q1 2014.

Based on Legacy Capital Partners's 13F filing for Q1 2014, filed 8 May 2014.