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Stone Toro Investment Advisers’s BHP BHP Stock Holding History

Stone Toro Investment Advisers’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 		– Sell
-3,663
Closed -$212K – 79
2014
Q2 		$212K Sell
3,663
-252
-6% -$14.8K 0.61% 66
2014
Q1 		$224K Sell
3,915
-17
-0.4% -$953 0.32% 89
2013
Q4 		$227K Sell
3,932
-75
-2% -$4.34K 0.2% 105
2013
Q3 		$225K Buy
+4,007
New +$218K 0.15% 140

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

Stone Toro Investment Advisers's BHP Position: Q3 2014 in Review

Stone Toro Investment Advisers sold out of BHP (BHP) in Q3 2014, closing a stake of 3,663 shares — an estimated $212K sold.

Stone Toro Investment Advisers first reported a position in BHP in Q3 2013 and held it in 4 quarters. The position peaked at $227K in Q4 2013. 448 funds tracked by Wall St. Rank hold BHP as of Q3 2014.

  • Stone Toro Investment Advisers reported no remaining BHP position as of Q3 2014 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 3,663 BHP shares in Q3 2014, an estimated $212K.
  • Stone Toro Investment Advisers first reported a position in BHP in Q3 2013 and held it in 4 quarters.
  • Stone Toro Investment Advisers's BHP position peaked at $227K in Q4 2013.
  • 448 funds tracked by Wall St. Rank held BHP as of Q3 2014.

Based on Stone Toro Investment Advisers's 13F filing for Q3 2014, filed 24 Oct 2014.