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Placemark Investments’s BHP BHP Stock Holding History

Placemark 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
2014
Q4 		$2.7M Sell
67,450
-2,523
-4% -$116K 0.05% 470
2014
Q3 		$3.48M Buy
69,973
+3,159
+5% +$184K 0.06% 359
2014
Q2 		$3.87M Buy
66,814
+8,603
+15% +$505K 0.07% 343
2014
Q1 		$3.34M Sell
58,211
-49,795
-46% -$2.79M 0.06% 362
2013
Q4 		$6.23M Buy
108,006
+20,848
+24% +$1.21M 0.1% 234
2013
Q3 		$4.9M Buy
87,158
+2,789
+3% +$152K 0.09% 260
2013
Q2 		$4.12M Buy
+84,369
New +$4.68M 0.09% 276

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

Placemark Investments's BHP Position: Q4 2014 in Review

Placemark Investments reduced its BHP (BHP) stake by 3.6% in Q4 2014, selling an estimated $116K and leaving 67,450 shares worth $2.7M. The position accounts for 0.05% of the portfolio, ranked #470.

Placemark Investments first reported a position in BHP in Q2 2013 and has held it in 7 quarters since. The position peaked at $6.23M in Q4 2013. 406 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

  • Placemark Investments held 67,450 shares of BHP worth $2.7M as of Q4 2014.
  • Placemark Investments sold 2,523 BHP shares in Q4 2014, an estimated $116K.
  • BHP made up 0.05% of Placemark Investments's portfolio in Q4 2014, its #470 holding.
  • Placemark Investments first reported a position in BHP in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's BHP position peaked at $6.23M in Q4 2013.
  • 406 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.