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UBS’s BHP BHP Stock Holding History

UBS’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 		$506K Buy
10,171
+3,312
+48% +$193K ﹤0.01% 4265
2014
Q2 		$397K Sell
6,859
-205,191
-97% -$12.1M ﹤0.01% 4449
2014
Q1 		$12.2M Buy
212,050
+58,423
+38% +$3.27M 0.01% 1110
2013
Q4 		$8.86M Buy
153,627
+103,364
+206% +$5.98M 0.01% 1351
2013
Q3 		$2.83M Sell
50,263
-24,244
-33% -$1.32M ﹤0.01% 2251
2013
Q2 		$3.63M Buy
+74,507
New +$4.13M ﹤0.01% 1922

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

UBS's BHP Position: Q3 2014 in Review

UBS reduced its BHP (BHP) stake by 0.76% in Q3 2014, selling an estimated $562K and leaving 1,261,743 shares worth $62.8M. The position accounts for 0.05% of the portfolio, ranked #411.

UBS first reported a position in BHP in Q2 2013 and has held it in 6 quarters since. The position peaked at $76.4M in Q4 2013. 448 funds tracked by Wall St. Rank hold BHP as of Q3 2014.

  • UBS held 1,261,743 shares of BHP worth $62.8M as of Q3 2014.
  • UBS sold 9,670 BHP shares in Q3 2014, an estimated $562K.
  • BHP made up 0.05% of UBS's portfolio in Q3 2014, its #411 holding.
  • UBS first reported a position in BHP in Q2 2013 and has held it in 6 quarters since.
  • UBS's BHP position peaked at $76.4M in Q4 2013.
  • 448 funds tracked by Wall St. Rank held BHP as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.