Loring Wolcott & Coolidge Fiduciary Advisors’s Baker Hughes BHI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017 Q2	–	Sell	-4,435	Closed	-$265K	–	672
2017 Q1	$265K	Hold	4,435	–	–	0.01%	247
2016 Q4	$288K	Hold	4,435	–	–	0.01%	234
2016 Q3	$224K	Hold	4,435	–	–	0.01%	253
2016 Q2	$200K	Sell	4,435 -1,073	-19%	-$48.6K	﹤0.01%	255
2016 Q1	$241K	Hold	5,508	–	–	0.01%	231
2015 Q4	$254K	Buy	5,508 +2,000	+57%	+$102K	0.01%	246
2015 Q3	$216K	Hold	3,508	–	–	0.01%	262
2015 Q2	$216K	Hold	3,508	–	–	0.01%	262
2015 Q1	$223K	Hold	3,508	–	–	0.01%	271
2014 Q4	$197K	Hold	3,508	–	–	0.01%	278
2014 Q3	$228K	Hold	3,508	–	–	0.01%	253
2014 Q2	$261K	Buy	3,508 +1,460	+71%	+$102K	0.01%	244
2014 Q1	$133K	Sell	2,048 -250	-11%	-$14.8K	﹤0.01%	305
2013 Q4	$127K	Sell	2,298 -650	-22%	-$35.6K	﹤0.01%	299
2013 Q3	$145K	Hold	2,948	–	–	﹤0.01%	271
2013 Q2	$136K	Buy	+2,948	New	+$135K	﹤0.01%	292

Other funds holding BHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BHI Position: Q2 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Baker Hughes (BHI) in Q2 2017, closing a stake of 4,435 shares — an estimated $265K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BHI in Q2 2013 and held it in 16 quarters. The position peaked at $288K in Q4 2016. 576 funds tracked by Wall St. Rank hold BHI as of Q2 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Baker Hughes position as of Q2 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4,435 Baker Hughes shares in Q2 2017, an estimated $265K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Baker Hughes in Q2 2013 and held it in 16 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Baker Hughes position peaked at $288K in Q4 2016.
576 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.