AllSquare Wealth Management’s Baker Hughes BHI Stock Holding History

AllSquare Wealth Management’s Portfolio BHI Stock Details BHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-150	Closed	-$8K	–	386
2017 Q2	$8K	Hold	150	–	–	0.01%	136
2017 Q1	$9K	Hold	150	–	–	0.01%	266
2016 Q4	$10K	Hold	150	–	–	0.01%	235
2016 Q3	$8K	Hold	150	–	–	0.01%	230
2016 Q2	$7K	Hold	150	–	–	0.01%	227
2016 Q1	$7K	Hold	150	–	–	0.01%	228
2015 Q4	$7K	Hold	150	–	–	0.01%	227
2015 Q3	$8K	Hold	150	–	–	0.01%	231
2015 Q2	$9K	Hold	150	–	–	0.01%	237
2015 Q1	$10K	Hold	150	–	–	0.01%	235
2014 Q4	$8K	Buy	+150	New	+$8.46K	0.01%	250

Other funds holding BHI

AIM

Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return

LHC

Levy Harkins & Co New York $393M AUM 26.94% 1-Year Est. Return

GIBU

Gulf International Bank (UK) London, United Kingdom $4.47B AUM 29.35% 1-Year Est. Return

SBA

Seven Bridges Advisors New York $9.75M AUM 16.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

AllSquare Wealth Management's BHI Position: Q3 2017 in Review

AllSquare Wealth Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 150 shares — an estimated $8K sold.

AllSquare Wealth Management first reported a position in BHI in Q4 2014 and held it in 11 quarters. The position peaked at $10K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

AllSquare Wealth Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
AllSquare Wealth Management sold 150 Baker Hughes shares in Q3 2017, an estimated $8K.
AllSquare Wealth Management first reported a position in Baker Hughes in Q4 2014 and held it in 11 quarters.
AllSquare Wealth Management's Baker Hughes position peaked at $10K in Q4 2016.
7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on AllSquare Wealth Management's 13F filing for Q3 2017, filed 6 Nov 2017.