Kovitz Investment Group Partners
BHI

Kovitz Investment Group Partners’s Baker Hughes BHI Stock Holding History

Kovitz Investment Group Partners’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
-19,500
Closed -$1.06M – 164
2017
Q2 		$1.06M Buy
+19,500
New +$1.12M 0.06% 88
2016
Q2 		– Sell
-408,752
Closed -$17.9M – 129
2016
Q1 		$17.9M Buy
+408,752
New +$17.7M 1.06% 31

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 $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

Kovitz Investment Group Partners's BHI Position: Q3 2017 in Review

Kovitz Investment Group Partners sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 19,500 shares — an estimated $1.06M sold.

Kovitz Investment Group Partners first reported a position in BHI in Q1 2016 and held it in 2 quarters. The position peaked at $17.9M in Q1 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Kovitz Investment Group Partners reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 19,500 Baker Hughes shares in Q3 2017, an estimated $1.06M.
  • Kovitz Investment Group Partners first reported a position in Baker Hughes in Q1 2016 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Baker Hughes position peaked at $17.9M in Q1 2016.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2017, filed 14 Nov 2017.