LF
BBL

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

Lee Financial’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
2018
Q3 		– Sell
-236
Closed -$11K – 819
2018
Q2 		$11K Buy
+236
New +$10.4K ﹤0.01% 471

Other funds holding BBL

PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lee Financial's BBL Position: Q3 2018 in Review

Lee Financial sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q3 2018, closing a stake of 236 shares — an estimated $11K sold.

Lee Financial first reported a position in BBL in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 198 funds tracked by Wall St. Rank hold BBL as of Q3 2018.

  • Lee Financial reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 236 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q3 2018, an estimated $11K.
  • Lee Financial first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q2 2018 and held it in 1 quarter.
  • Lee Financial's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $11K in Q2 2018.
  • 198 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.