Alera Investment Advisors’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Alera Investment Advisors’s Portfolio BBL Stock Details BBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-182	Closed	-$9K	–	1213
2019 Q1	$9K	Hold	182	–	–	﹤0.01%	506
2018 Q4	$8K	Buy	+182	New	+$7.47K	﹤0.01%	509

Other funds holding BBL

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Alera Investment Advisors's BBL Position: Q2 2019 in Review

Alera Investment Advisors sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q2 2019, closing a stake of 182 shares — an estimated $9K sold.

Alera Investment Advisors first reported a position in BBL in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 204 funds tracked by Wall St. Rank hold BBL as of Q2 2019.

Alera Investment Advisors reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q2 2019 after selling out during the quarter.
Alera Investment Advisors sold 182 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q2 2019, an estimated $9K.
Alera Investment Advisors first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2018 and held it in 2 quarters.
Alera Investment Advisors's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $9K in Q1 2019.
204 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.