FRM
BHI

Foundation Resource Management’s Baker Hughes BHI Stock Holding History

Foundation Resource 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
-91,563
Closed -$4.99M – 61
2017
Q2 		$4.99M Buy
91,563
+73
+0.1% +$4.2K 0.89% 29
2017
Q1 		$5.47M Sell
91,490
-6,012
-6% -$366K 0.96% 27
2016
Q4 		$6.33M Sell
97,502
-361
-0.4% -$21.4K 1.07% 27
2016
Q3 		$4.94M Sell
97,863
-244
-0.2% -$11.7K 0.88% 29
2016
Q2 		$4.43M Hold
98,107
– – 0.82% 29
2016
Q1 		$4.3M Hold
98,107
– – 0.88% 30
2015
Q4 		$4.53M Sell
98,107
-815
-0.8% -$41.7K 0.98% 26
2015
Q3 		$5.15M Sell
98,922
-130
-0.1% -$7.26K 1.11% 25
2015
Q2 		$6.11M Sell
99,052
-6,984
-7% -$457K 1.11% 25
2015
Q1 		$6.74M Sell
106,036
-10,081
-9% -$608K 1.11% 27
2014
Q4 		$6.51M Sell
116,117
-75
-0.1% -$4.23K 0.91% 31
2014
Q3 		$7.56M Sell
116,192
-2,304
-2% -$161K 0.99% 30
2014
Q2 		$8.82M Sell
118,496
-191
-0.2% -$13.3K 1.08% 29
2014
Q1 		$7.72M Hold
118,687
– – 0.99% 30
2013
Q4 		$6.56M Sell
118,687
-11,876
-9% -$650K 0.83% 33
2013
Q3 		$6.41M Buy
130,563
+4,793
+4% +$231K 0.82% 34
2013
Q2 		$5.8M Buy
+125,770
New +$5.75M 0.76% 37

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

Foundation Resource Management's BHI Position: Q3 2017 in Review

Foundation Resource Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 91,563 shares — an estimated $4.99M sold.

Foundation Resource Management first reported a position in BHI in Q2 2013 and held it in 17 quarters. The position peaked at $8.82M in Q2 2014. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Foundation Resource Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Foundation Resource Management sold 91,563 Baker Hughes shares in Q3 2017, an estimated $4.99M.
  • Foundation Resource Management first reported a position in Baker Hughes in Q2 2013 and held it in 17 quarters.
  • Foundation Resource Management's Baker Hughes position peaked at $8.82M in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Foundation Resource Management's 13F filing for Q3 2017, filed 11 Oct 2017.