JMPWA
BHI

JP Morgan Private Wealth Advisors’s Baker Hughes BHI Stock Holding History

JP Morgan Private 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
-5,306
Closed -$290K – 1309
2017
Q2 		$290K Sell
5,306
-108
-2% -$6.21K ﹤0.01% 1022
2017
Q1 		$324K Buy
5,414
+334
+7% +$20.3K ﹤0.01% 1035
2016
Q4 		$330K Sell
5,080
-2,359
-32% -$140K ﹤0.01% 967
2016
Q3 		$375K Buy
7,439
+1,026
+16% +$49.4K ﹤0.01% 897
2016
Q2 		$289K Buy
+6,413
New +$290K ﹤0.01% 998
2016
Q1 		– Sell
-6,085
Closed -$281K – 1334
2015
Q4 		$281K Sell
6,085
-2,259
-27% -$116K ﹤0.01% 891
2015
Q3 		$434K Sell
8,344
-4,471
-35% -$250K 0.01% 663
2015
Q2 		$790K Buy
12,815
+3,273
+34% +$214K 0.01% 557
2015
Q1 		$606K Buy
9,542
+2,005
+27% +$121K 0.01% 654
2014
Q4 		$423K Sell
7,537
-22
-0.3% -$1.24K 0.01% 775
2014
Q3 		$492K Buy
7,559
+468
+7% +$32.6K 0.01% 696
2014
Q2 		$528K Sell
7,091
-3,104
-30% -$216K 0.01% 549
2014
Q1 		$663K Buy
10,195
+615
+6% +$36.4K 0.01% 490
2013
Q4 		$529K Buy
9,580
+4,334
+83% +$237K 0.01% 442
2013
Q3 		$258K Buy
+5,246
New +$253K 0.01% 537

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

JP Morgan Private Wealth Advisors's BHI Position: Q3 2017 in Review

JP Morgan Private Wealth Advisors sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 5,306 shares — an estimated $290K sold.

JP Morgan Private Wealth Advisors first reported a position in BHI in Q3 2013 and held it in 15 quarters. The position peaked at $790K in Q2 2015. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • JP Morgan Private Wealth Advisors reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 5,306 Baker Hughes shares in Q3 2017, an estimated $290K.
  • JP Morgan Private Wealth Advisors first reported a position in Baker Hughes in Q3 2013 and held it in 15 quarters.
  • JP Morgan Private Wealth Advisors's Baker Hughes position peaked at $790K in Q2 2015.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.