Gradient Investments’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Gradient Investments’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
2020 Q2	–	Sell	-156	Closed	-$5K	–	1285
2020 Q1	$5K	Buy	+156	New	+$6.15K	﹤0.01%	793
2019 Q2	–	Sell	-144	Closed	-$7K	–	1120
2019 Q1	$7K	Hold	144	–	–	﹤0.01%	615
2018 Q4	$6K	Hold	144	–	–	﹤0.01%	695
2018 Q3	$6K	Hold	144	–	–	﹤0.01%	726
2018 Q2	$6K	Hold	144	–	–	﹤0.01%	709
2018 Q1	$6K	Buy	144 +97	+206%	+$4.08K	﹤0.01%	714
2017 Q4	$2K	Buy	+47	New	+$1.75K	﹤0.01%	847
2017 Q3	–	Sell	-47	Closed	-$1K	–	853
2017 Q2	$1K	Hold	47	–	–	﹤0.01%	786
2017 Q1	$1K	Hold	47	–	–	﹤0.01%	759
2016 Q4	$1K	Hold	47	–	–	﹤0.01%	719
2016 Q3	$1K	Hold	47	–	–	﹤0.01%	699
2016 Q2	$1K	Hold	47	–	–	﹤0.01%	702
2016 Q1	$1K	Hold	47	–	–	﹤0.01%	720
2015 Q4	$1K	Hold	47	–	–	﹤0.01%	660
2015 Q3	$1K	Hold	47	–	–	﹤0.01%	580
2015 Q2	$2K	Hold	47	–	–	﹤0.01%	548
2015 Q1	$2K	Hold	47	–	–	﹤0.01%	565
2014 Q4	$2K	Buy	+47	New	+$2.33K	﹤0.01%	506

Other funds holding BBL

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

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

SGCM

Sand Grove Capital Management London, United Kingdom $444M AUM 131.11% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Gradient Investments's BBL Position: Q2 2020 in Review

Gradient Investments sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q2 2020, closing a stake of 156 shares — an estimated $5K sold.

Gradient Investments first reported a position in BBL in Q4 2014 and held it in 18 quarters. The position peaked at $7K in Q1 2019. 184 funds tracked by Wall St. Rank hold BBL as of Q2 2020.

Gradient Investments reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q2 2020 after selling out during the quarter.
Gradient Investments sold 156 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q2 2020, an estimated $5K.
Gradient Investments first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2014 and held it in 18 quarters.
Gradient Investments's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $7K in Q1 2019.
184 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.