JIR
BHI

James Investment Research’s Baker Hughes BHI Stock Holding History

James Investment Research’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
-2,428
Closed -$132K – 839
2017
Q2 		$132K Buy
+2,428
New +$140K ﹤0.01% 536
2016
Q1 		– Sell
-1,048
Closed -$48K – 500
2015
Q4 		$48K Sell
1,048
-350
-25% -$17.9K ﹤0.01% 354
2015
Q3 		$73K Sell
1,398
-309,656
-100% -$17.3M ﹤0.01% 318
2015
Q2 		$19.2M Sell
311,054
-16,016
-5% -$1.05M 0.45% 79
2015
Q1 		$20.8M Buy
327,070
+32,099
+11% +$1.94M 0.49% 69
2014
Q4 		$16.5M Buy
294,971
+152,017
+106% +$8.57M 0.45% 80
2014
Q3 		$9.3M Buy
142,954
+132,424
+1,258% +$9.23M 0.29% 101
2014
Q2 		$784K Buy
+10,530
New +$733K 0.02% 234

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

James Investment Research's BHI Position: Q3 2017 in Review

James Investment Research sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 2,428 shares — an estimated $132K sold.

James Investment Research first reported a position in BHI in Q2 2014 and held it in 8 quarters. The position peaked at $20.8M in Q1 2015. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • James Investment Research reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • James Investment Research sold 2,428 Baker Hughes shares in Q3 2017, an estimated $132K.
  • James Investment Research first reported a position in Baker Hughes in Q2 2014 and held it in 8 quarters.
  • James Investment Research's Baker Hughes position peaked at $20.8M in Q1 2015.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on James Investment Research's 13F filing for Q3 2017, filed 13 Oct 2017.