LFR
BHI

Lehman Financial Resources’s Baker Hughes BHI Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-200
Closed -$10K – 441
2015
Q3 		$10K Hold
200
– – 0.01% 315
2015
Q2 		$12K Hold
200
– – 0.01% 300
2015
Q1 		$13K Hold
200
– – 0.01% 296
2014
Q4 		$11K Hold
200
– – 0.01% 293
2014
Q3 		$13K Hold
200
– – 0.01% 285
2014
Q2 		$15K Hold
200
– – 0.01% 265
2014
Q1 		$13K Hold
200
– – 0.01% 270
2013
Q4 		$11K Hold
200
– – 0.01% 269
2013
Q3 		$10K Hold
200
– – 0.01% 260
2013
Q2 		$9K Buy
+200
New +$9.15K 0.01% 236

Other funds holding BHI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ValueAct Holdings
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Lehman Financial Resources's BHI Position: Q4 2015 in Review

Lehman Financial Resources sold out of Baker Hughes (BHI) in Q4 2015, closing a stake of 200 shares — an estimated $10K sold.

Lehman Financial Resources first reported a position in BHI in Q2 2013 and held it in 10 quarters. The position peaked at $15K in Q2 2014. 628 funds tracked by Wall St. Rank hold BHI as of Q4 2015.

  • Lehman Financial Resources reported no remaining Baker Hughes position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 200 Baker Hughes shares in Q4 2015, an estimated $10K.
  • Lehman Financial Resources first reported a position in Baker Hughes in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's Baker Hughes position peaked at $15K in Q2 2014.
  • 628 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.