FANJ
BHI

Financial Architects (New Jersey)’s Baker Hughes BHI Stock Holding History

Financial Architects (New Jersey)’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
-381
Closed -$21K – 1684
2017
Q2 		$21K Hold
381
– – ﹤0.01% 946
2017
Q1 		$23K Buy
381
+126
+49% +$7.67K ﹤0.01% 906
2016
Q4 		$17K Sell
255
-256
-50% -$15.2K ﹤0.01% 886
2016
Q3 		$26K Buy
511
+200
+64% +$9.63K 0.01% 776
2016
Q2 		$14K Hold
311
– – ﹤0.01% 895
2016
Q1 		$14K Buy
+311
New +$13.4K 0.01% 672
2015
Q3 		– Sell
-481
Closed -$30K – 1122
2015
Q2 		$30K Hold
481
– – 0.01% 540
2015
Q1 		$31K Buy
481
+85
+21% +$5.13K 0.01% 481
2014
Q4 		$22K Sell
396
-56,049
-99% -$3.16M 0.01% 518
2014
Q3 		$2.45M Buy
56,445
+56,190
+22,035% +$3.92M 1.2% 16
2014
Q2 		$19K Buy
+255
New +$17.7K 0.01% 516
2013
Q4 		– Sell
-255
Closed -$12K – 662
2013
Q3 		$12K Hold
255
– – 0.01% 467
2013
Q2 		$12K Buy
+255
New +$11.7K 0.01% 440

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

Financial Architects (New Jersey)'s BHI Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 381 shares — an estimated $21K sold.

Financial Architects (New Jersey) first reported a position in BHI in Q2 2013 and held it in 13 quarters. The position peaked at $2.45M in Q3 2014. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 381 Baker Hughes shares in Q3 2017, an estimated $21K.
  • Financial Architects (New Jersey) first reported a position in Baker Hughes in Q2 2013 and held it in 13 quarters.
  • Financial Architects (New Jersey)'s Baker Hughes position peaked at $2.45M in Q3 2014.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.