M Holdings Securities’s BHP BHP Stock Holding History

M Holdings Securities’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	-907	Closed	-$45K	–	207
2014 Q3	$45K	Buy	+907	New	+$52.8K	0.03%	393

Other funds holding BHP

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

M Holdings Securities's BHP Position: Q4 2014 in Review

M Holdings Securities sold out of BHP (BHP) in Q4 2014, closing a stake of 907 shares — an estimated $45K sold.

M Holdings Securities first reported a position in BHP in Q3 2014 and held it in 1 quarter. The position peaked at $45K in Q3 2014. 406 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

M Holdings Securities reported no remaining BHP position as of Q4 2014 after selling out during the quarter.
M Holdings Securities sold 907 BHP shares in Q4 2014, an estimated $45K.
M Holdings Securities first reported a position in BHP in Q3 2014 and held it in 1 quarter.
M Holdings Securities's BHP position peaked at $45K in Q3 2014.
406 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.