Ipswich Investment Management’s BHP BHP Stock Holding History

Ipswich Investment 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 Q2	–	Sell	-1,121	Closed	-$26K	–	164
2016 Q1	$26K	Sell	1,121 -10,650	-90%	-$225K	0.01%	277
2015 Q4	$270K	Hold	11,771	–	–	0.12%	110
2015 Q3	$332K	Sell	11,771 -8,710	-43%	-$283K	0.16%	101
2015 Q2	$744K	Sell	20,481 -1,126	-5%	-$45.5K	0.34%	66
2015 Q1	$849K	Hold	21,607	–	–	0.37%	64
2014 Q4	$865K	Sell	21,607 -3,371	-13%	-$156K	0.37%	60
2014 Q3	$1.24M	Sell	24,978 -2,235	-8%	-$130K	0.53%	50
2014 Q2	$1.57M	Buy	27,213 +1,644	+6%	+$96.6K	0.61%	50
2014 Q1	$1.47M	Sell	25,569 -497	-2%	-$27.9K	0.63%	51
2013 Q4	$1.5M	Sell	26,066 -236	-0.9%	-$13.7K	0.63%	49
2013 Q3	$1.48M	Sell	26,302 -17,831	-40%	-$970K	0.67%	49
2013 Q2	$2.15M	Buy	+44,133	New	+$2.45M	0.93%	45

Other funds holding BHP

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Arrowstreet Capital

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

Dimensional Fund Advisors

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

Bank of America

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 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

EARNEST Partners

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

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

Neuberger Berman Group

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