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Stratton Management’s BHP BHP Stock Holding History

Stratton 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
2014
Q4 		– Sell
-4,494
Closed -$224K – 346
2014
Q3 		$224K Sell
4,494
-4,731
-51% -$275K 0.01% 317
2014
Q2 		$534K Hold
9,225
– – 0.02% 282
2014
Q1 		$529K Hold
9,225
– – 0.02% 280
2013
Q4 		$532K Buy
9,225
+946
+11% +$54.7K 0.03% 286
2013
Q3 		$465K Buy
8,279
+4,140
+100% +$225K 0.02% 287
2013
Q2 		$202K Buy
+4,139
New +$229K 0.01% 312

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Stratton Management's BHP Position: Q4 2014 in Review

Stratton Management sold out of BHP (BHP) in Q4 2014, closing a stake of 4,494 shares — an estimated $224K sold.

Stratton Management first reported a position in BHP in Q2 2013 and held it in 6 quarters. The position peaked at $534K in Q2 2014. 407 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

  • Stratton Management reported no remaining BHP position as of Q4 2014 after selling out during the quarter.
  • Stratton Management sold 4,494 BHP shares in Q4 2014, an estimated $224K.
  • Stratton Management first reported a position in BHP in Q2 2013 and held it in 6 quarters.
  • Stratton Management's BHP position peaked at $534K in Q2 2014.
  • 407 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on Stratton Management's 13F filing for Q4 2014, filed 9 Feb 2015.