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Edge Wealth Management’s Baker Hughes BKR Stock Holding History

Edge Wealth Management’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-240
Closed -$5K – 603
2019
Q3 		$5K Sell
240
-500
-68% -$11.7K ﹤0.01% 475
2019
Q2 		$18K Hold
740
– – ﹤0.01% 348
2019
Q1 		$21K Hold
740
– – 0.01% 324
2018
Q4 		$16K Hold
740
– – ﹤0.01% 351
2018
Q3 		$25K Hold
740
– – 0.01% 341
2018
Q2 		$24K Sell
740
-283
-28% -$9.61K 0.01% 336
2018
Q1 		$28K Sell
1,023
-646
-39% -$19.8K 0.01% 272
2017
Q4 		$52K Sell
1,669
-8,657
-84% -$278K 0.01% 216
2017
Q3 		$378K Buy
+10,326
New +$367K 0.11% 97

Other funds holding BKR

GE
General Electric Evendale, Ohio $308M AUM 40.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edge Wealth Management's BKR Position: Q4 2019 in Review

Edge Wealth Management sold out of Baker Hughes (BKR) in Q4 2019, closing a stake of 240 shares — an estimated $5K sold.

Edge Wealth Management first reported a position in BKR in Q3 2017 and held it in 9 quarters. The position peaked at $378K in Q3 2017. 515 funds tracked by Wall St. Rank hold BKR as of Q4 2019.

  • Edge Wealth Management reported no remaining Baker Hughes position as of Q4 2019 after selling out during the quarter.
  • Edge Wealth Management sold 240 Baker Hughes shares in Q4 2019, an estimated $5K.
  • Edge Wealth Management first reported a position in Baker Hughes in Q3 2017 and held it in 9 quarters.
  • Edge Wealth Management's Baker Hughes position peaked at $378K in Q3 2017.
  • 515 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2019.

Based on Edge Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.