EWM
BHI

Evercore Wealth Management’s Baker Hughes BHI Stock Holding History

Evercore 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
-8,621
Closed -$470K – 989
2017
Q2 		$470K Buy
8,621
+6,533
+313% +$376K 0.02% 266
2017
Q1 		$125K Buy
2,088
+359
+21% +$21.9K ﹤0.01% 440
2016
Q4 		$112K Buy
1,729
+389
+29% +$23.1K ﹤0.01% 472
2016
Q3 		$68K Buy
1,340
+195
+17% +$9.39K ﹤0.01% 546
2016
Q2 		$52K Buy
1,145
+413
+56% +$18.7K ﹤0.01% 574
2016
Q1 		$32K Buy
732
+150
+26% +$6.48K ﹤0.01% 653
2015
Q4 		$27K Buy
582
+399
+218% +$20.4K ﹤0.01% 713
2015
Q3 		$10K Buy
183
+75
+69% +$4.19K ﹤0.01% 841
2015
Q2 		$7K Hold
108
– – ﹤0.01% 969
2015
Q1 		$7K Buy
+108
New +$6.52K ﹤0.01% 911
2014
Q1 		– Sell
-400
Closed -$22K – 936
2013
Q4 		$22K Sell
400
-125
-24% -$6.85K ﹤0.01% 673
2013
Q3 		$27K Sell
525
-6,575
-93% -$317K ﹤0.01% 639
2013
Q2 		$327K Buy
+7,100
New +$325K 0.02% 340

Other funds holding BHI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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 $5.07B AUM 41.86% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $207M AUM
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 $24.4B AUM 22.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Evercore Wealth Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 8,621 shares — an estimated $470K sold.

Evercore Wealth Management first reported a position in BHI in Q2 2013 and held it in 13 quarters. The position peaked at $470K in Q2 2017. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Evercore Wealth Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 8,621 Baker Hughes shares in Q3 2017, an estimated $470K.
  • Evercore Wealth Management first reported a position in Baker Hughes in Q2 2013 and held it in 13 quarters.
  • Evercore Wealth Management's Baker Hughes position peaked at $470K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.