Annex Advisory Services’s BHP BHP Stock Holding History

Annex Advisory Services’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
2020 Q1	–	Sell	-40,134	Closed	-$1.96M	–	125
2019 Q4	$1.96M	Buy	40,134 +1,575	+4%	+$71.5K	0.24%	52
2019 Q3	$1.7M	Sell	38,559 -291	-0.7%	-$13.6K	0.23%	53
2019 Q2	$2.01M	Buy	38,850 +550	+1%	+$26.6K	0.28%	40
2019 Q1	$1.87M	Sell	38,300 -488	-1%	-$22.2K	0.28%	43
2018 Q4	$1.67M	Buy	38,788 +2,945	+8%	+$123K	0.26%	51
2018 Q3	$1.59M	Buy	35,843 +3,856	+12%	+$167K	0.25%	55
2018 Q2	$1.43M	Buy	31,987 +1,885	+6%	+$81.6K	0.24%	50
2018 Q1	$1.19M	Buy	+30,102	New	+$1.27M	0.22%	59

Other funds holding BHP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Annex Advisory Services's BHP Position: Q1 2020 in Review

Annex Advisory Services sold out of BHP (BHP) in Q1 2020, closing a stake of 40,134 shares — an estimated $1.96M sold.

Annex Advisory Services first reported a position in BHP in Q1 2018 and held it in 8 quarters. The position peaked at $2.01M in Q2 2019. 361 funds tracked by Wall St. Rank hold BHP as of Q1 2020.

Annex Advisory Services reported no remaining BHP position as of Q1 2020 after selling out during the quarter.
Annex Advisory Services sold 40,134 BHP shares in Q1 2020, an estimated $1.96M.
Annex Advisory Services first reported a position in BHP in Q1 2018 and held it in 8 quarters.
Annex Advisory Services's BHP position peaked at $2.01M in Q2 2019.
361 funds tracked by Wall St. Rank held BHP as of Q1 2020.

Based on Annex Advisory Services's 13F filing for Q1 2020, filed 22 Apr 2020.