GWM
BHI

Gupta Wealth Management’s Baker Hughes BHI Stock Holding History

Gupta 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
2016
Q1 		$10K Buy
235
+96
+69% +$4.15K ﹤0.01% 866
2015
Q4 		$6K Hold
139
– – ﹤0.01% 1003
2015
Q3 		$7K Hold
139
– – ﹤0.01% 1007
2015
Q2 		$9K Buy
139
+106
+321% +$6.93K ﹤0.01% 936
2015
Q1 		$2K Buy
+33
New +$1.99K ﹤0.01% 1062

Other funds holding BHI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Gupta Wealth Management's BHI Position: Q1 2016 in Review

Gupta Wealth Management increased its Baker Hughes (BHI) stake by 69% in Q1 2016, buying an estimated $4.15K and bringing the position to 235 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #866.

Gupta Wealth Management first reported a position in BHI in Q1 2015 and has held it in 5 quarters since. 616 funds tracked by Wall St. Rank hold BHI as of Q1 2016.

  • Gupta Wealth Management held 235 shares of Baker Hughes worth $10K as of Q1 2016.
  • Gupta Wealth Management bought 96 Baker Hughes shares in Q1 2016, an estimated $4.15K.
  • Baker Hughes made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #866 holding.
  • Gupta Wealth Management first reported a position in Baker Hughes in Q1 2015 and has held it in 5 quarters since.
  • 616 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.