OTA Financial Group’s BHP BHP Stock Holding History

OTA Financial Group’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 Q3	–	Sell	-18,509	Closed	-$471K	–	50
2016 Q2	$471K	Buy	+18,509	New	+$461K	0.36%	38
2014 Q4	–	Sell	-22,750	Closed	-$1.32M	–	77
2014 Q3	$1.32M	Buy	+22,750	New	+$1.32M	1.75%	14

Other funds holding BHP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

CGM

Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return

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

OTA Financial Group's BHP Position: Q3 2016 in Review

OTA Financial Group sold out of BHP (BHP) in Q3 2016, closing a stake of 18,509 shares — an estimated $471K sold.

OTA Financial Group first reported a position in BHP in Q3 2014 and held it in 2 quarters. The position peaked at $1.32M in Q3 2014. 316 funds tracked by Wall St. Rank hold BHP as of Q3 2016.

OTA Financial Group reported no remaining BHP position as of Q3 2016 after selling out during the quarter.
OTA Financial Group sold 18,509 BHP shares in Q3 2016, an estimated $471K.
OTA Financial Group first reported a position in BHP in Q3 2014 and held it in 2 quarters.
OTA Financial Group's BHP position peaked at $1.32M in Q3 2014.
316 funds tracked by Wall St. Rank held BHP as of Q3 2016.

Based on OTA Financial Group's 13F filing for Q3 2016, filed 27 Oct 2016.