SSWM
BHP icon

Smith Salley Wealth Management’s BHP BHP Stock Holding History

Smith Salley Wealth Management’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
2013
Q4 		– Sell
-3,941
Closed -$222K – 105
2013
Q3 		$222K Buy
+3,941
New +$214K 0.18% 78

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Smith Salley Wealth Management's BHP Position: Q4 2013 in Review

Smith Salley Wealth Management sold out of BHP (BHP) in Q4 2013, closing a stake of 3,941 shares — an estimated $222K sold.

Smith Salley Wealth Management first reported a position in BHP in Q3 2013 and held it in 1 quarter. The position peaked at $222K in Q3 2013. 456 funds tracked by Wall St. Rank hold BHP as of Q4 2013.

  • Smith Salley Wealth Management reported no remaining BHP position as of Q4 2013 after selling out during the quarter.
  • Smith Salley Wealth Management sold 3,941 BHP shares in Q4 2013, an estimated $222K.
  • Smith Salley Wealth Management first reported a position in BHP in Q3 2013 and held it in 1 quarter.
  • Smith Salley Wealth Management's BHP position peaked at $222K in Q3 2013.
  • 456 funds tracked by Wall St. Rank held BHP as of Q4 2013.

Based on Smith Salley Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.