JFS Wealth Advisors’s Baker Hughes BHI Stock Holding History

JFS Wealth Advisors’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	-200	Closed	-$11K	–	469
2017 Q2	$11K	Sell	200 -151	-43%	-$8.68K	﹤0.01%	342
2017 Q1	$23K	Hold	351	–	–	0.01%	293
2016 Q4	$23K	Hold	351	–	–	0.01%	293
2016 Q3	$18K	Sell	351 -7,300	-95%	-$351K	0.01%	339
2016 Q2	$345K	Buy	7,651 +7,300	+2,080%	+$331K	0.1%	118
2016 Q1	$15K	Sell	351 -150	-30%	-$6.48K	﹤0.01%	357
2015 Q4	$23K	Buy	501 +301	+151%	+$15.4K	0.01%	316
2015 Q3	$10K	Buy	+200	New	+$11.2K	﹤0.01%	352
2014 Q4	–	Sell	-200	Closed	-$13K	–	552
2014 Q3	$13K	Hold	200	–	–	﹤0.01%	314
2014 Q2	$15K	Buy	+200	New	+$13.9K	﹤0.01%	289

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

JFS Wealth Advisors's BHI Position: Q3 2017 in Review

JFS Wealth Advisors sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 200 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in BHI in Q2 2014 and held it in 10 quarters. The position peaked at $345K in Q2 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

JFS Wealth Advisors reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
JFS Wealth Advisors sold 200 Baker Hughes shares in Q3 2017, an estimated $11K.
JFS Wealth Advisors first reported a position in Baker Hughes in Q2 2014 and held it in 10 quarters.
JFS Wealth Advisors's Baker Hughes position peaked at $345K in Q2 2016.
7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on JFS Wealth Advisors's 13F filing for Q3 2017, filed 20 Oct 2017.