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Robert N. Shapiro’s BHP BHP Stock Holding History

Robert N. Shapiro’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 		$459K Buy
11,454
+414
+4% +$19.1K 0.09% 183
2014
Q3 		$550K Hold
11,040
– – 0.1% 169
2014
Q2 		$638K Sell
11,040
-3,075
-22% -$181K 0.12% 158
2014
Q1 		$809K Sell
14,115
-177
-1% -$9.92K 0.15% 145
2013
Q4 		$824K Sell
14,292
-2,472
-15% -$143K 0.15% 145
2013
Q3 		$942K Buy
16,764
+325
+2% +$17.7K 0.17% 139
2013
Q2 		$801K Buy
+16,439
New +$911K 0.17% 139

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

Robert N. Shapiro's BHP Position: Q4 2014 in Review

Robert N. Shapiro increased its BHP (BHP) stake by 3.8% in Q4 2014, buying an estimated $19.1K and bringing the position to 11,454 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #183.

Robert N. Shapiro first reported a position in BHP in Q2 2013 and has held it in 7 quarters since. The position peaked at $942K in Q3 2013. 406 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

  • Robert N. Shapiro held 11,454 shares of BHP worth $459K as of Q4 2014.
  • Robert N. Shapiro bought 414 BHP shares in Q4 2014, an estimated $19.1K.
  • BHP made up 0.09% of Robert N. Shapiro's portfolio in Q4 2014, its #183 holding.
  • Robert N. Shapiro first reported a position in BHP in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's BHP position peaked at $942K in Q3 2013.
  • 406 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.