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PacWest Financial Management’s BHP BHP Stock Holding History

PacWest Financial Management’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
2015
Q1 		– Sell
-17,098
Closed -$684K – 88
2014
Q4 		$684K Sell
17,098
-715
-4% -$33K 0.48% 68
2014
Q3 		$887K Sell
17,813
-65
-0.4% -$3.78K 0.66% 64
2014
Q2 		$1.03M Buy
17,878
+272
+2% +$16K 0.77% 64
2014
Q1 		$1.01M Buy
17,606
+1,182
+7% +$66.2K 0.78% 61
2013
Q4 		$947K Sell
16,424
-1,868
-10% -$108K 0.29% 61
2013
Q3 		$1.03M Sell
18,292
-118
-0.6% -$6.42K 0.89% 49
2013
Q2 		$898K Buy
+18,410
New +$1.02M 0.85% 47

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
SI
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PacWest Financial Management's BHP Position: Q1 2015 in Review

PacWest Financial Management sold out of BHP (BHP) in Q1 2015, closing a stake of 17,098 shares — an estimated $684K sold.

PacWest Financial Management first reported a position in BHP in Q2 2013 and held it in 7 quarters. The position peaked at $1.03M in Q2 2014. 402 funds tracked by Wall St. Rank hold BHP as of Q1 2015.

  • PacWest Financial Management reported no remaining BHP position as of Q1 2015 after selling out during the quarter.
  • PacWest Financial Management sold 17,098 BHP shares in Q1 2015, an estimated $684K.
  • PacWest Financial Management first reported a position in BHP in Q2 2013 and held it in 7 quarters.
  • PacWest Financial Management's BHP position peaked at $1.03M in Q2 2014.
  • 402 funds tracked by Wall St. Rank held BHP as of Q1 2015.

Based on PacWest Financial Management's 13F filing for Q1 2015, filed 15 Apr 2015.