FPFS
BHI

First Personal Financial Services’s Baker Hughes BHI Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-2,736
Closed -$164K – 899
2017
Q1 		$164K Sell
2,736
-10
-0.4% -$609 0.04% 215
2016
Q4 		$179K Buy
2,746
+2,736
+27,360% +$162K 0.05% 200
2016
Q3 		$1K Hold
10
– – ﹤0.01% 793
2016
Q2 		$0 Buy
+10
New +$453 ﹤0.01% 843
2015
Q2 		– Sell
-38
Closed -$3K – 563
2015
Q1 		$3K Hold
38
– – ﹤0.01% 407
2014
Q4 		$2K Buy
+38
New +$2.14K ﹤0.01% 389

Other funds holding BHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Personal Financial Services's BHI Position: Q2 2017 in Review

First Personal Financial Services sold out of Baker Hughes (BHI) in Q2 2017, closing a stake of 2,736 shares — an estimated $164K sold.

First Personal Financial Services first reported a position in BHI in Q4 2014 and held it in 6 quarters. The position peaked at $179K in Q4 2016. 576 funds tracked by Wall St. Rank hold BHI as of Q2 2017.

  • First Personal Financial Services reported no remaining Baker Hughes position as of Q2 2017 after selling out during the quarter.
  • First Personal Financial Services sold 2,736 Baker Hughes shares in Q2 2017, an estimated $164K.
  • First Personal Financial Services first reported a position in Baker Hughes in Q4 2014 and held it in 6 quarters.
  • First Personal Financial Services's Baker Hughes position peaked at $179K in Q4 2016.
  • 576 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2017.

Based on First Personal Financial Services's 13F filing for Q2 2017, filed 3 Aug 2017.