GWS
BHI

Glassman Wealth Services’s Baker Hughes BHI Stock Holding History

Glassman Wealth 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
Q3 		– Sell
-21
Closed -$1K – 663
2017
Q2 		$1K Sell
21
-231
-92% -$13.3K ﹤0.01% 522
2017
Q1 		$15K Buy
252
+3
+1% +$183 0.01% 303
2016
Q4 		$16K Buy
249
+240
+2,667% +$14.2K 0.01% 301
2016
Q3 		$0 Sell
9
-231
-96% -$11.1K ﹤0.01% 630
2016
Q2 		$11K Hold
240
– – 0.01% 316
2016
Q1 		$11K Hold
240
– – 0.01% 301
2015
Q4 		$11K Hold
240
– – 0.01% 308
2015
Q3 		$12K Hold
240
– – 0.01% 286
2015
Q2 		$15K Hold
240
– – 0.01% 267
2015
Q1 		$15K Hold
240
– – 0.01% 272
2014
Q4 		$13K Buy
+240
New +$13.5K 0.01% 328

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

Glassman Wealth Services's BHI Position: Q3 2017 in Review

Glassman Wealth Services sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 21 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in BHI in Q4 2014 and held it in 11 quarters. The position peaked at $16K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Glassman Wealth Services reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 21 Baker Hughes shares in Q3 2017, an estimated $1K.
  • Glassman Wealth Services first reported a position in Baker Hughes in Q4 2014 and held it in 11 quarters.
  • Glassman Wealth Services's Baker Hughes position peaked at $16K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Glassman Wealth Services's 13F filing for Q3 2017, filed 13 Nov 2017.