LCM
BHI

LVM Capital Management’s Baker Hughes BHI Stock Holding History

LVM Capital 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
2016
Q4 		– Sell
-2,700
Closed -$201K – 132
2016
Q3 		$201K Buy
+2,700
New +$130K 0.06% 107
2014
Q3 		– Sell
-2,700
Closed -$201K – 118
2014
Q2 		$201K Buy
+2,700
New +$188K 0.06% 107

Other funds holding BHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LVM Capital Management's BHI Position: Q4 2016 in Review

LVM Capital Management sold out of Baker Hughes (BHI) in Q4 2016, closing a stake of 2,700 shares — an estimated $201K sold.

LVM Capital Management first reported a position in BHI in Q2 2014 and held it in 2 quarters. The position peaked at $201K in Q3 2016. 673 funds tracked by Wall St. Rank hold BHI as of Q4 2016.

  • LVM Capital Management reported no remaining Baker Hughes position as of Q4 2016 after selling out during the quarter.
  • LVM Capital Management sold 2,700 Baker Hughes shares in Q4 2016, an estimated $201K.
  • LVM Capital Management first reported a position in Baker Hughes in Q2 2014 and held it in 2 quarters.
  • LVM Capital Management's Baker Hughes position peaked at $201K in Q3 2016.
  • 673 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2016.

Based on LVM Capital Management's 13F filing for Q4 2016, filed 9 Jan 2017.