Sterne Agee Group’s BHP BHP Stock Holding History

Sterne Agee Group’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 Q1	$933K	Buy	23,732 +1,853	+8%	+$75.2K	0.14%	204
2014 Q4	$875K	Buy	21,879 +396	+2%	+$18.3K	0.14%	199
2014 Q3	$1.07M	Buy	21,483 +2,726	+15%	+$159K	0.17%	174
2014 Q2	$1.09M	Buy	18,757 +4,184	+29%	+$246K	0.18%	176
2014 Q1	$835K	Sell	14,573 -520	-3%	-$29.1K	0.16%	189
2013 Q4	$870K	Buy	15,093 +650	+5%	+$37.6K	0.29%	91
2013 Q3	$812K	Buy	14,443 +1,537	+12%	+$83.6K	0.31%	76
2013 Q2	$629K	Buy	+12,906	New	+$715K	0.22%	113

Other funds holding BHP

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

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

PHAM

Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Sterne Agee Group's BHP Position: Q1 2015 in Review

Sterne Agee Group increased its BHP (BHP) stake by 8.5% in Q1 2015, buying an estimated $75.2K and bringing the position to 23,732 shares worth $933K. The position accounts for 0.14% of the portfolio, ranked #204.

Sterne Agee Group first reported a position in BHP in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2014. 402 funds tracked by Wall St. Rank hold BHP as of Q1 2015.

Sterne Agee Group held 23,732 shares of BHP worth $933K as of Q1 2015.
Sterne Agee Group bought 1,853 BHP shares in Q1 2015, an estimated $75.2K.
BHP made up 0.14% of Sterne Agee Group's portfolio in Q1 2015, its #204 holding.
Sterne Agee Group first reported a position in BHP in Q2 2013 and has held it in 8 quarters since.
Sterne Agee Group's BHP position peaked at $1.09M in Q2 2014.
402 funds tracked by Wall St. Rank held BHP as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.