Baldwin Wealth Partners’s Baker Hughes BHI Stock Holding History

Baldwin Wealth Partners’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	-3,000	Closed	-$164K	–	516
2017 Q2	$164K	Hold	3,000	–	–	0.03%	204
2017 Q1	$179K	Hold	3,000	–	–	0.03%	196
2016 Q4	$195K	Hold	3,000	–	–	0.04%	180
2016 Q3	$151K	Buy	+3,000	New	+$144K	0.03%	196

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

Baldwin Wealth Partners's BHI Position: Q3 2017 in Review

Baldwin Wealth Partners sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 3,000 shares — an estimated $164K sold.

Baldwin Wealth Partners first reported a position in BHI in Q3 2016 and held it in 4 quarters. The position peaked at $195K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

Baldwin Wealth Partners reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 3,000 Baker Hughes shares in Q3 2017, an estimated $164K.
Baldwin Wealth Partners first reported a position in Baker Hughes in Q3 2016 and held it in 4 quarters.
Baldwin Wealth Partners's Baker Hughes position peaked at $195K in Q4 2016.
7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Baldwin Wealth Partners's 13F filing for Q3 2017, filed 26 Oct 2017.