AAS
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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

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Bank of America
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
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PPA
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return