Weatherly Asset Management’s BHP BHP Stock Holding History

Weatherly Asset 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 Q3	–	Sell	-1,993	Closed	-$115K	–	154
2014 Q2	$115K	Buy	+1,993	New	+$117K	0.05%	195

Other funds holding BHP

WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Weatherly Asset Management's BHP Position: Q3 2014 in Review

Weatherly Asset Management sold out of BHP (BHP) in Q3 2014, closing a stake of 1,993 shares — an estimated $115K sold.

Weatherly Asset Management first reported a position in BHP in Q2 2014 and held it in 1 quarter. The position peaked at $115K in Q2 2014. 448 funds tracked by Wall St. Rank hold BHP as of Q3 2014.

Weatherly Asset Management reported no remaining BHP position as of Q3 2014 after selling out during the quarter.
Weatherly Asset Management sold 1,993 BHP shares in Q3 2014, an estimated $115K.
Weatherly Asset Management first reported a position in BHP in Q2 2014 and held it in 1 quarter.
Weatherly Asset Management's BHP position peaked at $115K in Q2 2014.
448 funds tracked by Wall St. Rank held BHP as of Q3 2014.

Based on Weatherly Asset Management's 13F filing for Q3 2014, filed 3 Oct 2014.