KCS Wealth Advisory’s Baker Hughes BKR Stock Holding History

KCS Wealth 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	–	Sell	-6,772	Closed	-$229K	–	150
2018 Q3	$229K	Sell	6,772 -889	-12%	-$29.4K	0.21%	137
2018 Q2	$253K	Sell	7,661 -203	-3%	-$6.89K	0.24%	135
2018 Q1	$218K	Buy	7,864 +749	+11%	+$22.9K	0.2%	149
2017 Q4	$225K	Buy	+7,115	New	+$228K	0.22%	148

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

KCS Wealth Advisory's BKR Position: Q4 2018 in Review

KCS Wealth Advisory sold out of Baker Hughes (BKR) in Q4 2018, closing a stake of 6,772 shares — an estimated $229K sold.

KCS Wealth Advisory first reported a position in BKR in Q4 2017 and held it in 4 quarters. The position peaked at $253K in Q2 2018. 486 funds tracked by Wall St. Rank hold BKR as of Q4 2018.

KCS Wealth Advisory reported no remaining Baker Hughes position as of Q4 2018 after selling out during the quarter.
KCS Wealth Advisory sold 6,772 Baker Hughes shares in Q4 2018, an estimated $229K.
KCS Wealth Advisory first reported a position in Baker Hughes in Q4 2017 and held it in 4 quarters.
KCS Wealth Advisory's Baker Hughes position peaked at $253K in Q2 2018.
486 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2018.

Based on KCS Wealth Advisory's 13F filing for Q4 2018, filed 17 Jan 2019.