BRWA
BHI

B. Riley Wealth Advisors’s Baker Hughes BHI Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-2,331
Closed -$2.25K – 2461
2014
Q4 		$2.25K Buy
+2,331
New +$131K 0.05% 519
2014
Q3 		– Sell
-447
Closed -$33.3K – 2276
2014
Q2 		$33.3K Buy
+447
New +$31.1K 0.01% 1209
2013
Q4 		– Sell
-2,271
Closed -$112K – 737
2013
Q3 		$112K Buy
+2,271
New +$110K 0.04% 517

Other funds holding BHI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

B. Riley Wealth Advisors's BHI Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Baker Hughes (BHI) in Q1 2015, closing a stake of 2,331 shares — an estimated $2.25K sold.

B. Riley Wealth Advisors first reported a position in BHI in Q3 2013 and held it in 3 quarters. The position peaked at $112K in Q3 2013. 727 funds tracked by Wall St. Rank hold BHI as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Baker Hughes position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,331 Baker Hughes shares in Q1 2015, an estimated $2.25K.
  • B. Riley Wealth Advisors first reported a position in Baker Hughes in Q3 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Baker Hughes position peaked at $112K in Q3 2013.
  • 727 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.