Shepherd Kaplan Krochuk’s BHP BHP Stock Holding History

Shepherd Kaplan Krochuk’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	-12,443	Closed	-$351K	–	380
2015 Q3	$351K	Hold	12,443	–	–	0.1%	165
2015 Q2	$452K	Sell	12,443 -684	-5%	-$27.6K	0.09%	185
2015 Q1	$516K	Hold	13,127	–	–	0.09%	171
2014 Q4	$525K	Hold	13,127	–	–	0.09%	202
2014 Q3	$654K	Sell	13,127 -13,010	-50%	-$757K	0.09%	173
2014 Q2	$1.51M	Hold	26,137	–	–	0.16%	94
2014 Q1	$1.5M	Hold	26,137	–	–	0.18%	95
2013 Q4	$1.51M	Sell	26,137 -13,009	-33%	-$753K	0.19%	89
2013 Q3	$2.2M	Hold	39,146	–	–	0.37%	54
2013 Q2	$1.91M	Buy	+39,146	New	+$2.17M	0.39%	57

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

Segantii Capital Management Hong Kong $1.02B 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 $60.7B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return