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Willow Street Advisors’s BHP BHP Stock Holding History

Willow Street Advisors’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 		$675K Buy
11,702
+946
+9% +$54.7K 0.38% 76
2013
Q3 		$605K Buy
10,756
+757
+8% +$41.2K 0.37% 71
2013
Q2 		$574K Buy
+9,999
New +$554K 0.37% 76

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Willow Street Advisors's BHP Position: Q4 2013 in Review

Willow Street Advisors increased its BHP (BHP) stake by 8.8% in Q4 2013, buying an estimated $54.7K and bringing the position to 11,702 shares worth $675K. The position accounts for 0.38% of the portfolio, ranked #76.

Willow Street Advisors first reported a position in BHP in Q2 2013 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold BHP as of Q4 2013.

  • Willow Street Advisors held 11,702 shares of BHP worth $675K as of Q4 2013.
  • Willow Street Advisors bought 946 BHP shares in Q4 2013, an estimated $54.7K.
  • BHP made up 0.38% of Willow Street Advisors's portfolio in Q4 2013, its #76 holding.
  • Willow Street Advisors first reported a position in BHP in Q2 2013 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held BHP as of Q4 2013.

Based on Willow Street Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.