WIL
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Winifred I. Li’s BHP BHP Stock Holding History

Winifred I. Li’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
Q4 		$90K Hold
2,247
– – 0.09% 200
2014
Q3 		$112K Hold
2,247
– – 0.11% 170
2014
Q2 		$130K Sell
2,247
-53
-2% -$3.11K 0.11% 165
2014
Q1 		$132K Hold
2,300
– – 0.11% 160
2013
Q4 		$133K Buy
2,300
+118
+5% +$6.83K 0.11% 154
2013
Q3 		$123K Buy
2,182
+2,111
+2,973% +$115K 0.11% 157
2013
Q2 		$3K Buy
+71
New +$3.94K ﹤0.01% 355

Other funds holding BHP

WI
WHV Investments San Francisco, California $187M AUM 14.29% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PHAM
Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Winifred I. Li's BHP Position: Q4 2014 in Review

Winifred I. Li held its BHP (BHP) position steady in Q4 2014 at 2,247 shares worth $90K. The position accounts for 0.09% of the portfolio, ranked #200.

Winifred I. Li first reported a position in BHP in Q2 2013 and has held it in 7 quarters since. The position peaked at $133K in Q4 2013. 407 funds tracked by Wall St. Rank hold BHP as of Q4 2014.

  • Winifred I. Li held 2,247 shares of BHP worth $90K as of Q4 2014.
  • Winifred I. Li left its BHP share count unchanged in Q4 2014.
  • BHP made up 0.09% of Winifred I. Li's portfolio in Q4 2014, its #200 holding.
  • Winifred I. Li first reported a position in BHP in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's BHP position peaked at $133K in Q4 2013.
  • 407 funds tracked by Wall St. Rank held BHP as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.