LWM
BHI

Lenox Wealth Management’s Baker Hughes BHI Stock Holding History

Lenox Wealth Management’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
-509
Closed -$28K – 517
2017
Q2 		$28K Sell
509
-176
-26% -$10.1K 0.01% 267
2017
Q1 		$41K Sell
685
-762
-53% -$46.4K 0.03% 101
2016
Q4 		$94K Sell
1,447
-115
-7% -$6.83K 0.07% 64
2016
Q3 		$79K Sell
1,562
-81
-5% -$3.9K 0.06% 72
2016
Q2 		$74K Buy
1,643
+891
+118% +$40.4K 0.05% 78
2016
Q1 		$33K Sell
752
-258
-26% -$11.1K 0.02% 126
2015
Q4 		$47K Buy
+1,010
New +$51.7K 0.04% 111

Other funds holding BHI

AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 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

Lenox Wealth Management's BHI Position: Q3 2017 in Review

Lenox Wealth Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 509 shares — an estimated $28K sold.

Lenox Wealth Management first reported a position in BHI in Q4 2015 and held it in 7 quarters. The position peaked at $94K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Lenox Wealth Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Lenox Wealth Management sold 509 Baker Hughes shares in Q3 2017, an estimated $28K.
  • Lenox Wealth Management first reported a position in Baker Hughes in Q4 2015 and held it in 7 quarters.
  • Lenox Wealth Management's Baker Hughes position peaked at $94K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Lenox Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.