LWA
BHI

Lenox Wealth Advisors’s Baker Hughes BHI Stock Holding History

Lenox 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
2013
Q3 		– Sell
-300
Closed -$14K – 304
2013
Q2 		$14K Buy
+300
New +$13.7K 0.02% 90

Other funds holding BHI

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lenox Wealth Advisors's BHI Position: Q3 2013 in Review

Lenox Wealth Advisors sold out of Baker Hughes (BHI) in Q3 2013, closing a stake of 300 shares — an estimated $14K sold.

Lenox Wealth Advisors first reported a position in BHI in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 610 funds tracked by Wall St. Rank hold BHI as of Q3 2013.

  • Lenox Wealth Advisors reported no remaining Baker Hughes position as of Q3 2013 after selling out during the quarter.
  • Lenox Wealth Advisors sold 300 Baker Hughes shares in Q3 2013, an estimated $14K.
  • Lenox Wealth Advisors first reported a position in Baker Hughes in Q2 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Baker Hughes position peaked at $14K in Q2 2013.
  • 610 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2013.

Based on Lenox Wealth Advisors's 13F filing for Q3 2013, filed 22 Oct 2013.