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Rockefeller Financial Services’s BHP BHP Stock Holding History

Rockefeller Financial Services’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
Q2 		– Sell
-591
Closed -$23K – 472
2015
Q1 		$23K Buy
+591
New +$24K ﹤0.01% 450
2014
Q3 		– Sell
-427
Closed -$25K – 489
2014
Q2 		$25K Buy
+427
New +$25.1K ﹤0.01% 453

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rockefeller Financial Services's BHP Position: Q2 2015 in Review

Rockefeller Financial Services sold out of BHP (BHP) in Q2 2015, closing a stake of 591 shares — an estimated $23K sold.

Rockefeller Financial Services first reported a position in BHP in Q2 2014 and held it in 2 quarters. The position peaked at $25K in Q2 2014. 395 funds tracked by Wall St. Rank hold BHP as of Q2 2015.

  • Rockefeller Financial Services reported no remaining BHP position as of Q2 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 591 BHP shares in Q2 2015, an estimated $23K.
  • Rockefeller Financial Services first reported a position in BHP in Q2 2014 and held it in 2 quarters.
  • Rockefeller Financial Services's BHP position peaked at $25K in Q2 2014.
  • 395 funds tracked by Wall St. Rank held BHP as of Q2 2015.

Based on Rockefeller Financial Services's 13F filing for Q2 2015, filed 14 Jul 2015.