Barrett Asset Management’s BHP BHP Stock Holding History

Barrett Asset Management’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
2016 Q1	–	Sell	-202	Closed	-$5K	–	406
2015 Q4	$5K	Sell	202 -112	-36%	-$2.99K	﹤0.01%	298
2015 Q3	$9K	Hold	314	–	–	﹤0.01%	275
2015 Q2	$11K	Sell	314 -17	-5%	-$686	﹤0.01%	284
2015 Q1	$13K	Hold	331	–	–	﹤0.01%	284
2014 Q4	$13K	Hold	331	–	–	﹤0.01%	318
2014 Q3	$16K	Hold	331	–	–	﹤0.01%	313
2014 Q2	$19K	Hold	331	–	–	﹤0.01%	294
2014 Q1	$19K	Hold	331	–	–	﹤0.01%	280
2013 Q4	$19K	Hold	331	–	–	﹤0.01%	264
2013 Q3	$19K	Hold	331	–	–	﹤0.01%	274
2013 Q2	$16K	Buy	+331	New	+$18.3K	﹤0.01%	272

Other funds holding BHP

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

CI Investments Inc

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Wellington Management Group

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