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

Legacy Financial Advisors’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
2019 Q2	–	Sell	-1,567	Closed	-$76K	–	1061
2019 Q1	$76K	Buy	1,567 +1,085	+225%	+$48.6K	0.03%	206
2018 Q4	$20K	Buy	482 +271	+128%	+$11.1K	0.01%	420
2018 Q3	$9K	Sell	211 -48	-19%	-$2.07K	﹤0.01%	568
2018 Q2	$11K	Buy	+259	New	+$11.4K	﹤0.01%	514
2018 Q1	–	Sell	-113	Closed	-$4K	–	953
2017 Q4	$4K	Buy	+113	New	+$4.2K	﹤0.01%	688

Other funds holding BBL

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

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

PCM

Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Legacy Financial Advisors's BBL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q2 2019, closing a stake of 1,567 shares — an estimated $76K sold.

Legacy Financial Advisors first reported a position in BBL in Q4 2017 and held it in 5 quarters. The position peaked at $76K in Q1 2019. 204 funds tracked by Wall St. Rank hold BBL as of Q2 2019.

Legacy Financial Advisors reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 1,567 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q2 2019, an estimated $76K.
Legacy Financial Advisors first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2017 and held it in 5 quarters.
Legacy Financial Advisors's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $76K in Q1 2019.
204 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.