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Strategic Capital Group’s BHP BHP Stock Holding History

Strategic Capital 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
2014
Q2 		$2.44M Sell
42,150
-336
-0.8% -$19.7K 0.76% 52
2014
Q1 		$2.44M Buy
42,486
+20,094
+90% +$1.13M 0.79% 50
2013
Q4 		$1.29M Sell
22,392
-12,074
-35% -$699K 1.01% 41
2013
Q3 		$1.94M Buy
34,466
+11,580
+51% +$630K 0.73% 54
2013
Q2 		$1.12M Buy
+22,886
New +$1.27M 0.56% 66

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
MAM
Marketfield Asset Management New York $127M AUM 30.51% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Capital Group's BHP Position: Q2 2014 in Review

Strategic Capital Group reduced its BHP (BHP) stake by 0.79% in Q2 2014, selling an estimated $19.7K and leaving 42,150 shares worth $2.44M. The position accounts for 0.76% of the portfolio, ranked #52.

Strategic Capital Group first reported a position in BHP in Q2 2013 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold BHP as of Q2 2014.

  • Strategic Capital Group held 42,150 shares of BHP worth $2.44M as of Q2 2014.
  • Strategic Capital Group sold 336 BHP shares in Q2 2014, an estimated $19.7K.
  • BHP made up 0.76% of Strategic Capital Group's portfolio in Q2 2014, its #52 holding.
  • Strategic Capital Group first reported a position in BHP in Q2 2013 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held BHP as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.