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

YorkBridge Wealth 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
2019 Q3	–	Sell	-60	Closed	-$3K	–	767
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	689
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	689
2018 Q4	$3K	Hold	60	–	–	﹤0.01%	671
2018 Q3	$3K	Hold	60	–	–	﹤0.01%	698
2018 Q2	$3K	Hold	60	–	–	﹤0.01%	762
2018 Q1	$2K	Hold	60	–	–	﹤0.01%	812
2017 Q4	$3K	Hold	60	–	–	﹤0.01%	782
2017 Q3	$2K	Hold	60	–	–	﹤0.01%	827
2017 Q2	$2K	Hold	60	–	–	﹤0.01%	819
2017 Q1	$2K	Hold	60	–	–	﹤0.01%	806
2016 Q4	$2K	Buy	+60	New	+$1.91K	﹤0.01%	809

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 $1.22B AUM 26.01% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

YorkBridge Wealth Partners's BBL Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) (BBL) in Q3 2019, closing a stake of 60 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in BBL in Q4 2016 and held it in 11 quarters. The position peaked at $3K in Q2 2019. 197 funds tracked by Wall St. Rank hold BBL as of Q3 2019.

YorkBridge Wealth Partners reported no remaining BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 60 BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) shares in Q3 2019, an estimated $3K.
YorkBridge Wealth Partners first reported a position in BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) position peaked at $3K in Q2 2019.
197 funds tracked by Wall St. Rank held BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares) as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.