WealthPLAN Partners’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

WealthPLAN Partners’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
2016 Q3	–	Sell	-50	Closed	-$1	–	1165
2016 Q2	$1	Buy	+50	New	+$1.23K	﹤0.01%	2591
2015 Q4	$1	Buy	+50	New	+$1.41K	﹤0.01%	1741
2015 Q2	$2K	Buy	+50	New	+$2.21K	﹤0.01%	398

Other funds holding BBL

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Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

GLG Partners London, United Kingdom $2.08B AUM 21.14% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.66B AUM 6.69% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return