EHWM
BHI

Eads & Heald Wealth Management’s Baker Hughes BHI Stock Holding History

Eads & Heald 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
-11,773
Closed -$642K – 132
2017
Q2 		$642K Sell
11,773
-474
-4% -$27.2K 0.41% 94
2017
Q1 		$733K Sell
12,247
-55
-0.4% -$3.35K 0.47% 89
2016
Q4 		$799K Hold
12,302
– – 0.54% 82
2016
Q3 		$621K Buy
12,302
+340
+3% +$16.4K 0.43% 95
2016
Q2 		$540K Sell
11,962
-1,010
-8% -$45.7K 0.37% 103
2016
Q1 		$569K Sell
12,972
-370
-3% -$16K 0.39% 95
2015
Q4 		$616K Sell
13,342
-625
-4% -$32K 0.43% 94
2015
Q3 		$727K Sell
13,967
-125
-0.9% -$6.98K 0.52% 81
2015
Q2 		$869K Buy
14,092
+84
+0.6% +$5.5K 0.57% 80
2015
Q1 		$891K Sell
14,008
-435
-3% -$26.2K 0.57% 79
2014
Q4 		$810K Sell
14,443
-400
-3% -$22.6K 0.52% 80
2014
Q3 		$966K Sell
14,843
-245
-2% -$17.1K 0.65% 71
2014
Q2 		$1.12M Sell
15,088
-5
-0% -$348 0.75% 66
2014
Q1 		$981K Sell
15,093
-2,095
-12% -$124K 0.64% 73
2013
Q4 		$950K Sell
17,188
-2,410
-12% -$132K 0.63% 73
2013
Q3 		$962K Sell
19,598
-2,995
-13% -$144K 0.69% 72
2013
Q2 		$1.04M Buy
+22,593
New +$1.03M 0.74% 67

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

Eads & Heald Wealth Management's BHI Position: Q3 2017 in Review

Eads & Heald Wealth Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 11,773 shares — an estimated $642K sold.

Eads & Heald Wealth Management first reported a position in BHI in Q2 2013 and held it in 17 quarters. The position peaked at $1.12M in Q2 2014. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Eads & Heald Wealth Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 11,773 Baker Hughes shares in Q3 2017, an estimated $642K.
  • Eads & Heald Wealth Management first reported a position in Baker Hughes in Q2 2013 and held it in 17 quarters.
  • Eads & Heald Wealth Management's Baker Hughes position peaked at $1.12M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Eads & Heald Wealth Management's 13F filing for Q3 2017, filed 27 Oct 2017.