Lucus Advisors’s Baker Hughes BHI Stock Holding History

Lucus 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 Q3	–	Sell	-6,677	Closed	-$364K	–	278
2017 Q2	$364K	Sell	6,677 -235	-3%	-$13.5K	0.49%	26
2017 Q1	$413K	Buy	+6,912	New	+$421K	0.38%	67
2016 Q4	–	Sell	-7,802	Closed	-$394K	–	227
2016 Q3	$394K	Buy	+7,802	New	+$376K	0.34%	136

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Lucus Advisors's BHI Position: Q3 2017 in Review

Lucus Advisors sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 6,677 shares — an estimated $364K sold.

Lucus Advisors first reported a position in BHI in Q3 2016 and held it in 3 quarters. The position peaked at $413K in Q1 2017. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

Lucus Advisors reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
Lucus Advisors sold 6,677 Baker Hughes shares in Q3 2017, an estimated $364K.
Lucus Advisors first reported a position in Baker Hughes in Q3 2016 and held it in 3 quarters.
Lucus Advisors's Baker Hughes position peaked at $413K in Q1 2017.
7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Lucus Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.