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Veritable’s BHP BHP Stock Holding History

Veritable’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
Q3 		– Sell
-5,510
Closed -$200K – 717
2015
Q2 		$200K Buy
5,510
+192
+4% +$7.75K 0.01% 700
2015
Q1 		$209K Buy
+5,318
New +$216K ﹤0.01% 871
2014
Q4 		– Sell
-25,142
Closed -$1.25M – 943
2014
Q3 		$1.25M Buy
25,142
+2,824
+13% +$164K 0.03% 343
2014
Q2 		$1.29M Buy
22,318
+3,126
+16% +$184K 0.03% 351
2014
Q1 		$1.1M Buy
19,192
+3,234
+20% +$181K 0.02% 380
2013
Q4 		$920K Buy
15,958
+1,998
+14% +$116K 0.02% 405
2013
Q3 		$785K Buy
13,960
+3,340
+31% +$182K 0.02% 444
2013
Q2 		$518K Buy
+10,620
New +$589K 0.01% 562

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Veritable's BHP Position: Q3 2015 in Review

Veritable sold out of BHP (BHP) in Q3 2015, closing a stake of 5,510 shares — an estimated $200K sold.

Veritable first reported a position in BHP in Q2 2013 and held it in 8 quarters. The position peaked at $1.29M in Q2 2014. 354 funds tracked by Wall St. Rank hold BHP as of Q3 2015.

  • Veritable reported no remaining BHP position as of Q3 2015 after selling out during the quarter.
  • Veritable sold 5,510 BHP shares in Q3 2015, an estimated $200K.
  • Veritable first reported a position in BHP in Q2 2013 and held it in 8 quarters.
  • Veritable's BHP position peaked at $1.29M in Q2 2014.
  • 354 funds tracked by Wall St. Rank held BHP as of Q3 2015.

Based on Veritable's 13F filing for Q3 2015, filed 3 Nov 2015.