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Pinnacle Summer Investments’s BHP BHP Stock Holding History

Pinnacle Summer Investments’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
Q4 		– Sell
-997
Closed -$28K – 793
2015
Q3 		$28K Buy
+997
New +$32.4K ﹤0.01% 572
2015
Q2 		– Sell
-1,820
Closed -$71K – 753
2015
Q1 		$71K Buy
1,820
+207
+13% +$8.4K 0.01% 447
2014
Q4 		$65K Buy
1,613
+177
+12% +$8.16K 0.01% 472
2014
Q3 		$71K Hold
1,436
– – 0.01% 468
2014
Q2 		$83K Buy
1,436
+237
+20% +$13.9K 0.01% 431
2014
Q1 		$71K Sell
1,199
-89
-7% -$4.99K 0.01% 416
2013
Q4 		$74K Hold
1,288
– – 0.01% 408
2013
Q3 		$72K Hold
1,288
– – 0.01% 380
2013
Q2 		$63K Buy
+1,288
New +$71.4K 0.02% 344

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle Summer Investments's BHP Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of BHP (BHP) in Q4 2015, closing a stake of 997 shares — an estimated $28K sold.

Pinnacle Summer Investments first reported a position in BHP in Q2 2013 and held it in 9 quarters. The position peaked at $83K in Q2 2014. 303 funds tracked by Wall St. Rank hold BHP as of Q4 2015.

  • Pinnacle Summer Investments reported no remaining BHP position as of Q4 2015 after selling out during the quarter.
  • Pinnacle Summer Investments sold 997 BHP shares in Q4 2015, an estimated $28K.
  • Pinnacle Summer Investments first reported a position in BHP in Q2 2013 and held it in 9 quarters.
  • Pinnacle Summer Investments's BHP position peaked at $83K in Q2 2014.
  • 303 funds tracked by Wall St. Rank held BHP as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.