Focused Wealth Management’s Baker Hughes BHI Stock Holding History

Focused 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	-306	Closed	-$17K	–	772
2017 Q2	$17K	Hold	306	–	–	0.01%	397
2017 Q1	$18K	Hold	306	–	–	0.01%	396
2016 Q4	$20K	Hold	306	–	–	0.01%	379
2016 Q3	$15K	Hold	306	–	–	0.01%	402
2016 Q2	$14K	Hold	306	–	–	0.01%	407
2016 Q1	$13K	Hold	306	–	–	0.01%	368
2015 Q4	$14K	Buy	306 +50	+20%	+$2.56K	0.01%	367
2015 Q3	$13K	Hold	256	–	–	0.01%	365
2015 Q2	$16K	Hold	256	–	–	0.01%	344
2015 Q1	$16K	Hold	256	–	–	0.01%	359
2014 Q4	$14K	Hold	256	–	–	0.01%	369
2014 Q3	$17K	Hold	256	–	–	0.01%	349
2014 Q2	$19K	Hold	256	–	–	0.01%	323
2014 Q1	$17K	Sell	256 -328	-56%	-$19.4K	0.01%	322
2013 Q4	$32K	Buy	584 +101	+21%	+$5.53K	0.03%	218
2013 Q3	$24K	Buy	+483	New	+$23.3K	0.02%	252

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Focused Wealth Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 306 shares — an estimated $17K sold.

Focused Wealth Management first reported a position in BHI in Q3 2013 and held it in 16 quarters. The position peaked at $32K in Q4 2013. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

Focused Wealth Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
Focused Wealth Management sold 306 Baker Hughes shares in Q3 2017, an estimated $17K.
Focused Wealth Management first reported a position in Baker Hughes in Q3 2013 and held it in 16 quarters.
Focused Wealth Management's Baker Hughes position peaked at $32K in Q4 2013.
7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Focused Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.