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

Wealthspire Advisors (New York)’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	-579	Closed	-$24K	–	931
2018 Q4	$24K	Buy	+579	New	+$23.8K	﹤0.01%	312

Other funds holding BBL

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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

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wealthspire Advisors (New York)'s BBL Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q1 2019, closing a stake of 579 shares — an estimated $24K sold.

Wealthspire Advisors (New York) first reported a position in BBL in Q4 2018 and held it in 1 quarter. The position peaked at $24K in Q4 2018. 208 funds tracked by Wall St. Rank hold BBL as of Q1 2019.

Wealthspire Advisors (New York) 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.
Wealthspire Advisors (New York) sold 579 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q1 2019, an estimated $24K.
Wealthspire Advisors (New York) 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.
Wealthspire Advisors (New York)'s BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $24K 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 Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.