Cypress Wealth Advisors’s Baker Hughes BHI Stock Holding History

Cypress 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
2017 Q1	–	Sell	-3,240	Closed	-$211K	–	224
2016 Q4	$211K	Buy	+3,240	New	+$192K	0.1%	187

Other funds holding BHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cypress Wealth Advisors's BHI Position: Q1 2017 in Review

Cypress Wealth Advisors sold out of Baker Hughes (BHI) in Q1 2017, closing a stake of 3,240 shares — an estimated $211K sold.

Cypress Wealth Advisors first reported a position in BHI in Q4 2016 and held it in 1 quarter. The position peaked at $211K in Q4 2016. 634 funds tracked by Wall St. Rank hold BHI as of Q1 2017.

Cypress Wealth Advisors reported no remaining Baker Hughes position as of Q1 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 3,240 Baker Hughes shares in Q1 2017, an estimated $211K.
Cypress Wealth Advisors first reported a position in Baker Hughes in Q4 2016 and held it in 1 quarter.
Cypress Wealth Advisors's Baker Hughes position peaked at $211K in Q4 2016.
634 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2017.

Based on Cypress Wealth Advisors's 13F filing for Q1 2017, filed 16 May 2017.