Kaizen Advisory’s Baker Hughes BKR Stock Holding History

Kaizen Advisory’s Portfolio BKR Stock Details BKR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$24K	Buy	1,101 +115	+12%	+$2.94K	0.02%	474
2018 Q3	$33K	Hold	986	–	–	0.02%	428
2018 Q2	$33K	Buy	986 +559	+131%	+$19K	0.02%	427
2018 Q1	$12K	Hold	427	–	–	0.01%	437
2017 Q4	$14K	Buy	+427	New	+$13.7K	0.01%	392

Other funds holding BKR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kaizen Advisory's BKR Position: Q4 2018 in Review

Kaizen Advisory increased its Baker Hughes (BKR) stake by 12% in Q4 2018, buying an estimated $2.94K and bringing the position to 1,101 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #474.

Kaizen Advisory first reported a position in BKR in Q4 2017 and has held it in 5 quarters since. The position peaked at $33K in Q3 2018. 486 funds tracked by Wall St. Rank hold BKR as of Q4 2018.

Kaizen Advisory held 1,101 shares of Baker Hughes worth $24K as of Q4 2018.
Kaizen Advisory bought 115 Baker Hughes shares in Q4 2018, an estimated $2.94K.
Baker Hughes made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #474 holding.
Kaizen Advisory first reported a position in Baker Hughes in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Baker Hughes position peaked at $33K in Q3 2018.
486 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.