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Strategic Financial Services’s BHP BHP Stock Holding History

Strategic Financial Services’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
-67,288
Closed -$1.9M – 97
2015
Q3 		$1.9M Buy
67,288
+5,975
+10% +$194K 0.53% 78
2015
Q2 		$2.23M Sell
61,313
-2,119
-3% -$85.6K 0.62% 74
2015
Q1 		$2.49M Buy
63,432
+603
+1% +$24.5K 0.64% 76
2014
Q4 		$2.51M Buy
62,829
+19,709
+46% +$909K 0.68% 77
2014
Q3 		$2.15M Buy
+43,120
New +$2.51M 0.6% 82

Other funds holding BHP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SCM
Segantii Capital Management Hong Kong $1.54B AUM 16.73% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Strategic Financial Services's BHP Position: Q4 2015 in Review

Strategic Financial Services sold out of BHP (BHP) in Q4 2015, closing a stake of 67,288 shares — an estimated $1.9M sold.

Strategic Financial Services first reported a position in BHP in Q3 2014 and held it in 5 quarters. The position peaked at $2.51M in Q4 2014. 303 funds tracked by Wall St. Rank hold BHP as of Q4 2015.

  • Strategic Financial Services reported no remaining BHP position as of Q4 2015 after selling out during the quarter.
  • Strategic Financial Services sold 67,288 BHP shares in Q4 2015, an estimated $1.9M.
  • Strategic Financial Services first reported a position in BHP in Q3 2014 and held it in 5 quarters.
  • Strategic Financial Services's BHP position peaked at $2.51M in Q4 2014.
  • 303 funds tracked by Wall St. Rank held BHP as of Q4 2015.

Based on Strategic Financial Services's 13F filing for Q4 2015, filed 12 Feb 2016.