Wealthspire Advisors (Maryland)’s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) BBL Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-197	Closed	-$10K	–	2506
2019 Q1	$10K	Sell	197 -72	-27%	-$3.23K	﹤0.01%	1560
2018 Q4	$11K	Hold	269	–	–	﹤0.01%	1453
2018 Q3	$12K	Hold	269	–	–	﹤0.01%	1473
2018 Q2	$12K	Buy	269 +11	+4%	+$483	﹤0.01%	1484
2018 Q1	$10K	Buy	258 +21	+9%	+$884	﹤0.01%	1594
2017 Q4	$10K	Buy	237 +9	+4%	+$334	﹤0.01%	1612
2017 Q3	$8K	Sell	228 -53	-19%	-$1.89K	﹤0.01%	1675
2017 Q2	$9K	Buy	281 +199	+243%	+$6.11K	﹤0.01%	1597
2017 Q1	$3K	Sell	82 -80	-49%	-$2.7K	﹤0.01%	1666
2016 Q4	$5K	Hold	162	–	–	﹤0.01%	1406
2016 Q3	$5K	Hold	162	–	–	﹤0.01%	1414
2016 Q2	$4K	Hold	162	–	–	﹤0.01%	1414
2016 Q1	$4K	Buy	162 +84	+108%	+$1.76K	﹤0.01%	1426
2015 Q4	$2K	Buy	+78	New	+$2.2K	﹤0.01%	1576

Other funds holding BBL

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BBL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q2 2019, closing a stake of 197 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in BBL in Q4 2015 and held it in 14 quarters. The position peaked at $12K in Q3 2018. 204 funds tracked by Wall St. Rank hold BBL as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 197 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q2 2019, an estimated $10K.
Wealthspire Advisors (Maryland) first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $12K in Q3 2018.
204 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.