GBBWRPM
BHI

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Baker Hughes BHI Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
-440
Closed -$23K – 445
2017
Q2 		$23K Hold
440
– – 0.01% 210
2017
Q1 		$27K Hold
440
– – 0.01% 201
2016
Q4 		$29K Buy
+440
New +$26.1K 0.01% 211

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 $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 $24.4B AUM 22.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's BHI Position: Q3 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 440 shares — an estimated $23K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BHI in Q4 2016 and held it in 3 quarters. The position peaked at $29K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 440 Baker Hughes shares in Q3 2017, an estimated $23K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Baker Hughes in Q4 2016 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Baker Hughes position peaked at $29K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2017, filed 8 Nov 2017.