EWM
BHI

Edge Wealth Management’s Baker Hughes BHI Stock Holding History

Edge 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
-84,989
Closed -$4.9M – 579
2017
Q2 		$4.9M Sell
84,989
-1,383
-2% -$79.5K 1.54% 21
2017
Q1 		$5.16M Buy
86,372
+5,639
+7% +$343K 1.79% 19
2016
Q4 		$5.25M Buy
80,733
+4,054
+5% +$241K 1.99% 16
2016
Q3 		$3.81M Sell
76,679
-1,592
-2% -$76.6K 1.62% 21
2016
Q2 		$3.54M Buy
78,271
+77,691
+13,395% +$3.52M 1.47% 25
2016
Q1 		$25K Buy
580
+515
+792% +$22.2K 0.01% 215
2015
Q4 		$3K Hold
65
– – ﹤0.01% 380
2015
Q3 		$3K Hold
65
– – ﹤0.01% 383
2015
Q2 		$4K Sell
65
-845
-93% -$55.3K ﹤0.01% 364
2015
Q1 		$58K Buy
910
+120
+15% +$7.24K 0.02% 181
2014
Q4 		$44K Sell
790
-1,825
-70% -$103K 0.02% 205
2014
Q3 		$170K Buy
2,615
+665
+34% +$46.4K 0.07% 103
2014
Q2 		$145K Hold
1,950
– – 0.06% 109
2014
Q1 		$127K Hold
1,950
– – 0.05% 118
2013
Q4 		$107K Hold
1,950
– – 0.05% 120
2013
Q3 		$96K Hold
1,950
– – 0.06% 105
2013
Q2 		$90K Buy
+1,950
New +$89.2K 0.06% 95

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

Edge Wealth Management's BHI Position: Q3 2017 in Review

Edge Wealth Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 84,989 shares — an estimated $4.9M sold.

Edge Wealth Management first reported a position in BHI in Q2 2013 and held it in 17 quarters. The position peaked at $5.25M in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Edge Wealth Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Edge Wealth Management sold 84,989 Baker Hughes shares in Q3 2017, an estimated $4.9M.
  • Edge Wealth Management first reported a position in Baker Hughes in Q2 2013 and held it in 17 quarters.
  • Edge Wealth Management's Baker Hughes position peaked at $5.25M in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Edge Wealth Management's 13F filing for Q3 2017, filed 19 Oct 2017.