Rational Advisors’s BHP BHP Stock Holding History

Rational Advisors’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	-4,260	Closed	-$98K	–	205
2016 Q1	$98K	Buy	+4,260	New	+$90.2K	0.06%	198
2015 Q3	$152K	Sell	5,381 -2,242	-29%	-$72.8K	0.06%	181
2015 Q2	$277K	Sell	7,623 -1,957	-20%	-$79K	0.09%	162
2015 Q1	$376K	Sell	9,580 -3,193	-25%	-$130K	0.09%	162
2014 Q4	$511K	Buy	+12,773	New	+$589K	0.1%	183
2013 Q4	$1.04M	Sell	17,976 -237	-1%	-$13.7K	0.09%	283
2013 Q3	$1.02M	Hold	18,213	–	–	0.08%	314
2013 Q2	$888K	Buy	+18,213	New	+$1.01M	0.07%	323

Other funds holding BHP

JFL

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Rational Advisors's BHP Position: Q2 2016 in Review

Rational Advisors sold out of BHP (BHP) in Q2 2016, closing a stake of 4,260 shares — an estimated $98K sold.

Rational Advisors first reported a position in BHP in Q2 2013 and held it in 8 quarters. The position peaked at $1.04M in Q4 2013. 309 funds tracked by Wall St. Rank hold BHP as of Q2 2016.

Rational Advisors reported no remaining BHP position as of Q2 2016 after selling out during the quarter.
Rational Advisors sold 4,260 BHP shares in Q2 2016, an estimated $98K.
Rational Advisors first reported a position in BHP in Q2 2013 and held it in 8 quarters.
Rational Advisors's BHP position peaked at $1.04M in Q4 2013.
309 funds tracked by Wall St. Rank held BHP as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.