Mosaic Family Wealth’s BHP BHP Stock Holding History

Mosaic Family Wealth’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	-112	Closed	-$2K	–	790
2016 Q1	$2K	Hold	112	–	–	﹤0.01%	692
2015 Q4	$2K	Buy	+112	New	+$2.99K	﹤0.01%	676

Other funds holding BHP

JFL

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

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

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

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

Mosaic Family Wealth's BHP Position: Q2 2016 in Review

Mosaic Family Wealth sold out of BHP (BHP) in Q2 2016, closing a stake of 112 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in BHP in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2016. 308 funds tracked by Wall St. Rank hold BHP as of Q2 2016.

Mosaic Family Wealth reported no remaining BHP position as of Q2 2016 after selling out during the quarter.
Mosaic Family Wealth sold 112 BHP shares in Q2 2016, an estimated $2K.
Mosaic Family Wealth first reported a position in BHP in Q4 2015 and held it in 2 quarters.
Mosaic Family Wealth's BHP position peaked at $2K in Q1 2016.
308 funds tracked by Wall St. Rank held BHP as of Q2 2016.

Based on Mosaic Family Wealth's 13F filing for Q2 2016, filed 15 Aug 2016.