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Regal Investment Advisors’s BHP BHP Stock Holding History

Regal Investment Advisors’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
Q3 		– Sell
-63
Closed -$2K – 1040
2015
Q2 		$2K Sell
63
-121
-66% -$4.88K ﹤0.01% 832
2015
Q1 		$7K Buy
184
+1
+0.5% +$41 ﹤0.01% 746
2014
Q4 		$7K Sell
183
-640
-78% -$29.5K ﹤0.01% 682
2014
Q3 		$41K Buy
823
+1
+0.1% +$58 0.01% 439
2014
Q2 		$48K Sell
822
-5
-0.6% -$294 0.02% 395
2014
Q1 		$47K Buy
827
+2
+0.2% +$112 0.02% 355
2013
Q4 		$48K Buy
825
+53
+7% +$3.07K 0.03% 294
2013
Q3 		$43K Buy
772
+1
+0.1% +$54 0.03% 322
2013
Q2 		$38K Buy
+771
New +$42.7K 0.02% 332

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return