WA
BBL

Wambolt & Associates’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Wambolt & Associates’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
Q1 		– Sell
-5,631
Closed -$236K – 161
2018
Q4 		$236K Buy
+5,631
New +$231K 0.26% 120

Other funds holding BBL

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PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wambolt & Associates's BBL Position: Q1 2019 in Review

Wambolt & Associates sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q1 2019, closing a stake of 5,631 shares — an estimated $236K sold.

Wambolt & Associates first reported a position in BBL in Q4 2018 and held it in 1 quarter. The position peaked at $236K in Q4 2018. 208 funds tracked by Wall St. Rank hold BBL as of Q1 2019.

  • Wambolt & Associates reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q1 2019 after selling out during the quarter.
  • Wambolt & Associates sold 5,631 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q1 2019, an estimated $236K.
  • Wambolt & Associates first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2018 and held it in 1 quarter.
  • Wambolt & Associates's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $236K in Q4 2018.
  • 208 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q1 2019.

Based on Wambolt & Associates's 13F filing for Q1 2019, filed 11 Apr 2019.