Obermeyer Wealth Partners’s BHP BHP Stock Holding History

Obermeyer Wealth 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
2013 Q3	–	Sell	-473	Closed	-$23K	–	76
2013 Q2	$23K	Buy	+473	New	+$26.2K	0.01%	178

Other funds holding BHP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Obermeyer Wealth Partners's BHP Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of BHP (BHP) in Q3 2013, closing a stake of 473 shares — an estimated $23K sold.

Obermeyer Wealth Partners first reported a position in BHP in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 440 funds tracked by Wall St. Rank hold BHP as of Q3 2013.

Obermeyer Wealth Partners reported no remaining BHP position as of Q3 2013 after selling out during the quarter.
Obermeyer Wealth Partners sold 473 BHP shares in Q3 2013, an estimated $23K.
Obermeyer Wealth Partners first reported a position in BHP in Q2 2013 and held it in 1 quarter.
Obermeyer Wealth Partners's BHP position peaked at $23K in Q2 2013.
440 funds tracked by Wall St. Rank held BHP as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.