EWM
BHI

Endurance Wealth Management’s Baker Hughes BHI Stock Holding History

Endurance 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
-162
Closed -$9K – 527
2017
Q2 		$9K Hold
162
– – ﹤0.01% 425
2017
Q1 		$10K Buy
162
+100
+161% +$6.09K ﹤0.01% 418
2016
Q4 		$4K Hold
62
– – ﹤0.01% 446
2016
Q3 		$3K Hold
62
– – ﹤0.01% 460
2016
Q2 		$3K Hold
62
– – ﹤0.01% 454
2016
Q1 		$3 Hold
62
– – ﹤0.01% 465
2015
Q4 		$3K Hold
62
– – ﹤0.01% 480
2015
Q3 		$3K Hold
62
– – ﹤0.01% 477
2015
Q2 		$4K Buy
+62
New +$4.06K ﹤0.01% 469

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

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

Endurance Wealth Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 162 shares — an estimated $9K sold.

Endurance Wealth Management first reported a position in BHI in Q2 2015 and held it in 9 quarters. The position peaked at $10K in Q1 2017. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Endurance Wealth Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Endurance Wealth Management sold 162 Baker Hughes shares in Q3 2017, an estimated $9K.
  • Endurance Wealth Management first reported a position in Baker Hughes in Q2 2015 and held it in 9 quarters.
  • Endurance Wealth Management's Baker Hughes position peaked at $10K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

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