IFWM
BHI

Institute for Wealth Management’s Baker Hughes BHI Stock Holding History

Institute for 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
2013
Q3 		– Sell
-4,253
Closed -$196K – 132
2013
Q2 		$196K Buy
+4,253
New +$195K 0.16% 35

Other funds holding BHI

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Institute for Wealth Management's BHI Position: Q3 2013 in Review

Institute for Wealth Management sold out of Baker Hughes (BHI) in Q3 2013, closing a stake of 4,253 shares — an estimated $196K sold.

Institute for Wealth Management first reported a position in BHI in Q2 2013 and held it in 1 quarter. The position peaked at $196K in Q2 2013. 610 funds tracked by Wall St. Rank hold BHI as of Q3 2013.

  • Institute for Wealth Management reported no remaining Baker Hughes position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 4,253 Baker Hughes shares in Q3 2013, an estimated $196K.
  • Institute for Wealth Management first reported a position in Baker Hughes in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Baker Hughes position peaked at $196K in Q2 2013.
  • 610 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.