BFA
BHI

Bragg Financial Advisors’s Baker Hughes BHI Stock Holding History

Bragg Financial 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
2017
Q3 		– Sell
-12,990
Closed -$708K – 260
2017
Q2 		$708K Hold
12,990
– – 0.11% 178
2017
Q1 		$777K Sell
12,990
-185
-1% -$11.3K 0.12% 176
2016
Q4 		$856K Sell
13,175
-79
-0.6% -$4.69K 0.14% 172
2016
Q3 		$669K Sell
13,254
-304
-2% -$14.6K 0.12% 182
2016
Q2 		$612K Sell
13,558
-214
-2% -$9.69K 0.11% 187
2016
Q1 		$604K Sell
13,772
-1,330
-9% -$57.4K 0.12% 186
2015
Q4 		$697K Sell
15,102
-611
-4% -$31.3K 0.15% 166
2015
Q3 		$818K Sell
15,713
-781
-5% -$43.6K 0.2% 141
2015
Q2 		$1.02M Sell
16,494
-95
-0.6% -$6.21K 0.23% 134
2015
Q1 		$1.05M Buy
16,589
+791
+5% +$47.7K 0.24% 130
2014
Q4 		$886K Sell
15,798
-894
-5% -$50.4K 0.21% 141
2014
Q3 		$1.09M Sell
16,692
-2,236
-12% -$156K 0.27% 121
2014
Q2 		$1.41M Sell
18,928
-1,010
-5% -$70.3K 0.34% 106
2014
Q1 		$1.3M Buy
19,938
+230
+1% +$13.6K 0.32% 116
2013
Q4 		$1.09M Buy
19,708
+405
+2% +$22.2K 0.26% 133
2013
Q3 		$948K Sell
19,303
-2,249
-10% -$108K 0.25% 136
2013
Q2 		$994K Buy
+21,552
New +$986K 0.27% 130

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
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

Bragg Financial Advisors's BHI Position: Q3 2017 in Review

Bragg Financial Advisors sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 12,990 shares — an estimated $708K sold.

Bragg Financial Advisors first reported a position in BHI in Q2 2013 and held it in 17 quarters. The position peaked at $1.41M in Q2 2014. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Bragg Financial Advisors reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Bragg Financial Advisors sold 12,990 Baker Hughes shares in Q3 2017, an estimated $708K.
  • Bragg Financial Advisors first reported a position in Baker Hughes in Q2 2013 and held it in 17 quarters.
  • Bragg Financial Advisors's Baker Hughes position peaked at $1.41M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Bragg Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.