Sterneck Capital Management’s BHP BHP Stock Holding History

Sterneck Capital 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
2015 Q4	–	Sell	-10,050	Closed	-$283K	–	129
2015 Q3	$283K	Sell	10,050 -11,866	-54%	-$385K	0.19%	94
2015 Q2	$796K	Buy	+21,916	New	+$885K	0.44%	61
2014 Q4	–	Sell	-6,505	Closed	-$324K	–	119
2014 Q3	$324K	Buy	+6,505	New	+$378K	0.19%	89

Other funds holding BHP

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sterneck Capital Management's BHP Position: Q4 2015 in Review

Sterneck Capital Management sold out of BHP (BHP) in Q4 2015, closing a stake of 10,050 shares — an estimated $283K sold.

Sterneck Capital Management first reported a position in BHP in Q3 2014 and held it in 3 quarters. The position peaked at $796K in Q2 2015. 303 funds tracked by Wall St. Rank hold BHP as of Q4 2015.

Sterneck Capital Management reported no remaining BHP position as of Q4 2015 after selling out during the quarter.
Sterneck Capital Management sold 10,050 BHP shares in Q4 2015, an estimated $283K.
Sterneck Capital Management first reported a position in BHP in Q3 2014 and held it in 3 quarters.
Sterneck Capital Management's BHP position peaked at $796K in Q2 2015.
303 funds tracked by Wall St. Rank held BHP as of Q4 2015.

Based on Sterneck Capital Management's 13F filing for Q4 2015, filed 16 Feb 2016.