RNS
BBL

Robert N. Shapiro’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-240
Closed -$14K – 1040
2013
Q3 		$14K Hold
240
– – ﹤0.01% 823
2013
Q2 		$12K Buy
+240
New +$13.6K ﹤0.01% 774

Other funds holding BBL

NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Robert N. Shapiro's BBL Position: Q4 2013 in Review

Robert N. Shapiro sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q4 2013, closing a stake of 240 shares — an estimated $14K sold.

Robert N. Shapiro first reported a position in BBL in Q2 2013 and held it in 2 quarters. The position peaked at $14K in Q3 2013. 147 funds tracked by Wall St. Rank hold BBL as of Q4 2013.

  • Robert N. Shapiro reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 240 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q4 2013, an estimated $14K.
  • Robert N. Shapiro first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $14K in Q3 2013.
  • 147 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.