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	–	–	0.09%	165
2015 Q2	$452K	Sell	12,443 -684	-5%	-$27.6K	0.08%	185
2015 Q1	$516K	Hold	13,127	–	–	0.09%	171
2014 Q4	$525K	Hold	13,127	–	–	0.08%	202
2014 Q3	$654K	Sell	13,127 -13,010	-50%	-$757K	0.08%	173
2014 Q2	$1.51M	Hold	26,137	–	–	0.16%	94
2014 Q1	$1.5M	Hold	26,137	–	–	0.17%	95
2013 Q4	$1.51M	Sell	26,137 -13,009	-33%	-$753K	0.19%	89
2013 Q3	$2.2M	Hold	39,146	–	–	0.36%	54
2013 Q2	$1.91M	Buy	+39,146	New	+$2.17M	0.38%	57

Other funds holding BHP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

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

Shepherd Kaplan Krochuk's BHP Position: Q4 2015 in Review

Shepherd Kaplan Krochuk sold out of BHP (BHP) in Q4 2015, closing a stake of 12,443 shares — an estimated $351K sold.

Shepherd Kaplan Krochuk first reported a position in BHP in Q2 2013 and held it in 10 quarters. The position peaked at $2.2M in Q3 2013. 303 funds tracked by Wall St. Rank hold BHP as of Q4 2015.

Shepherd Kaplan Krochuk reported no remaining BHP position as of Q4 2015 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 12,443 BHP shares in Q4 2015, an estimated $351K.
Shepherd Kaplan Krochuk first reported a position in BHP in Q2 2013 and held it in 10 quarters.
Shepherd Kaplan Krochuk's BHP position peaked at $2.2M in Q3 2013.
303 funds tracked by Wall St. Rank held BHP as of Q4 2015.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2015, filed 16 Feb 2016.