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Wharton Business Group’s BHP BHP Stock Holding History

Wharton Business Group’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
2013
Q4 		– Sell
-3,981
Closed -$224K – 149
2013
Q3 		$224K Sell
3,981
-146
-4% -$7.94K 0.02% 139
2013
Q2 		$201K Buy
+4,127
New +$229K 0.02% 139

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
PHAM
Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Wharton Business Group's BHP Position: Q4 2013 in Review

Wharton Business Group sold out of BHP (BHP) in Q4 2013, closing a stake of 3,981 shares — an estimated $224K sold.

Wharton Business Group first reported a position in BHP in Q2 2013 and held it in 2 quarters. The position peaked at $224K in Q3 2013. 456 funds tracked by Wall St. Rank hold BHP as of Q4 2013.

  • Wharton Business Group reported no remaining BHP position as of Q4 2013 after selling out during the quarter.
  • Wharton Business Group sold 3,981 BHP shares in Q4 2013, an estimated $224K.
  • Wharton Business Group first reported a position in BHP in Q2 2013 and held it in 2 quarters.
  • Wharton Business Group's BHP position peaked at $224K in Q3 2013.
  • 456 funds tracked by Wall St. Rank held BHP as of Q4 2013.

Based on Wharton Business Group's 13F filing for Q4 2013, filed 7 Feb 2014.