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Stifel Trust’s BHP BHP Stock Holding History

Stifel Trust’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
2014
Q3 		$142K Sell
2,838
-887
-24% -$51.6K 0.03% 204
2014
Q2 		$216K Hold
3,725
– – 0.04% 173
2014
Q1 		$214K Hold
3,725
– – 0.04% 173
2013
Q4 		$215K Hold
3,725
– – 0.04% 174
2013
Q3 		$210K Hold
3,725
– – 0.04% 174
2013
Q2 		$182K Buy
+3,725
New +$206K 0.04% 178

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Trust's BHP Position: Q3 2014 in Review

Stifel Trust reduced its BHP (BHP) stake by 24% in Q3 2014, selling an estimated $51.6K and leaving 2,838 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #204.

Stifel Trust first reported a position in BHP in Q2 2013 and has held it in 6 quarters since. The position peaked at $216K in Q2 2014. 448 funds tracked by Wall St. Rank hold BHP as of Q3 2014.

  • Stifel Trust held 2,838 shares of BHP worth $142K as of Q3 2014.
  • Stifel Trust sold 887 BHP shares in Q3 2014, an estimated $51.6K.
  • BHP made up 0.03% of Stifel Trust's portfolio in Q3 2014, its #204 holding.
  • Stifel Trust first reported a position in BHP in Q2 2013 and has held it in 6 quarters since.
  • Stifel Trust's BHP position peaked at $216K in Q2 2014.
  • 448 funds tracked by Wall St. Rank held BHP as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.