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McAdams Wright Ragen’s BHP BHP Stock Holding History

McAdams Wright Ragen’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 		$4.62M Buy
92,791
+4,449
+5% +$259K 0.26% 87
2014
Q2 		$5.11M Sell
88,342
-59
-0.1% -$3.47K 0.29% 82
2014
Q1 		$5.07M Buy
88,401
+260
+0.3% +$14.6K 0.31% 76
2013
Q4 		$5.08M Sell
88,141
-609
-0.7% -$35.2K 0.34% 79
2013
Q3 		$4.99M Sell
88,750
-5,570
-6% -$303K 0.39% 73
2013
Q2 		$4.6M Buy
+94,320
New +$5.23M 0.37% 80

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

McAdams Wright Ragen's BHP Position: Q3 2014 in Review

McAdams Wright Ragen increased its BHP (BHP) stake by 5% in Q3 2014, buying an estimated $259K and bringing the position to 92,791 shares worth $4.62M. The position accounts for 0.26% of the portfolio, ranked #87.

McAdams Wright Ragen first reported a position in BHP in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.11M in Q2 2014. 448 funds tracked by Wall St. Rank hold BHP as of Q3 2014.

  • McAdams Wright Ragen held 92,791 shares of BHP worth $4.62M as of Q3 2014.
  • McAdams Wright Ragen bought 4,449 BHP shares in Q3 2014, an estimated $259K.
  • BHP made up 0.26% of McAdams Wright Ragen's portfolio in Q3 2014, its #87 holding.
  • McAdams Wright Ragen first reported a position in BHP in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's BHP position peaked at $5.11M in Q2 2014.
  • 448 funds tracked by Wall St. Rank held BHP as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.