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Morningstar Investment Services’s BHP BHP Stock Holding History

Morningstar Investment 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
Q4 		– Sell
-5,953
Closed -$296K – 216
2014
Q3 		$296K Sell
5,953
-1,918
-24% -$112K 0.02% 195
2014
Q2 		$456K Sell
7,871
-16,922
-68% -$994K 0.03% 170
2014
Q1 		$1.42M Sell
24,793
-578
-2% -$32.4K 0.1% 124
2013
Q4 		$1.46M Sell
25,371
-19
-0.1% -$1.1K 0.11% 137
2013
Q3 		$1.44M Buy
25,390
+145
+0.6% +$7.89K 0.13% 129
2013
Q2 		$1.23M Buy
+25,245
New +$1.4M 0.13% 116

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Morningstar Investment Services's BHP Position: Q4 2014 in Review

Morningstar Investment Services sold out of BHP (BHP) in Q4 2014, closing a stake of 5,953 shares — an estimated $296K sold.

Morningstar Investment Services first reported a position in BHP in Q2 2013 and held it in 6 quarters. The position peaked at $1.46M in Q4 2013. 406 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

  • Morningstar Investment Services reported no remaining BHP position as of Q4 2014 after selling out during the quarter.
  • Morningstar Investment Services sold 5,953 BHP shares in Q4 2014, an estimated $296K.
  • Morningstar Investment Services first reported a position in BHP in Q2 2013 and held it in 6 quarters.
  • Morningstar Investment Services's BHP position peaked at $1.46M in Q4 2013.
  • 406 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on Morningstar Investment Services's 13F filing for Q4 2014, filed 5 Feb 2015.