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NewFocus Financial Group’s BHP BHP Stock Holding History

NewFocus Financial Group’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
-33,916
Closed -$1.68M – 60
2014
Q3 		$1.68M Sell
33,916
-2,582
-7% -$150K 1.35% 32
2014
Q2 		$2.11M Sell
36,498
-1,261
-3% -$74.1K 1.67% 30
2014
Q1 		$2.16M Sell
37,759
-8,678
-19% -$486K 1.79% 32
2013
Q4 		$2.68M Buy
+46,437
New +$2.69M 2.26% 30

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

NewFocus Financial Group's BHP Position: Q4 2014 in Review

NewFocus Financial Group sold out of BHP (BHP) in Q4 2014, closing a stake of 33,916 shares — an estimated $1.68M sold.

NewFocus Financial Group first reported a position in BHP in Q4 2013 and held it in 4 quarters. The position peaked at $2.68M in Q4 2013. 407 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

  • NewFocus Financial Group reported no remaining BHP position as of Q4 2014 after selling out during the quarter.
  • NewFocus Financial Group sold 33,916 BHP shares in Q4 2014, an estimated $1.68M.
  • NewFocus Financial Group first reported a position in BHP in Q4 2013 and held it in 4 quarters.
  • NewFocus Financial Group's BHP position peaked at $2.68M in Q4 2013.
  • 407 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on NewFocus Financial Group's 13F filing for Q4 2014, filed 11 Feb 2015.