Lyell Wealth Management’s Baker Hughes BHI Stock Holding History

Lyell 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	-16,615	Closed	-$906K	–	110
2017 Q2	$906K	Sell	16,615 -13,202	-44%	-$759K	0.44%	62
2017 Q1	$1.78M	Sell	29,817 -66	-0.2%	-$4.02K	0.97%	48
2016 Q4	$1.94M	Buy	+29,883	New	+$1.77M	1.21%	43

Other funds holding BHI

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

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

Lyell Wealth Management sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 16,615 shares — an estimated $906K sold.

Lyell Wealth Management first reported a position in BHI in Q4 2016 and held it in 3 quarters. The position peaked at $1.94M in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

Lyell Wealth Management reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
Lyell Wealth Management sold 16,615 Baker Hughes shares in Q3 2017, an estimated $906K.
Lyell Wealth Management first reported a position in Baker Hughes in Q4 2016 and held it in 3 quarters.
Lyell Wealth Management's Baker Hughes position peaked at $1.94M in Q4 2016.
7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Lyell Wealth Management's 13F filing for Q3 2017, filed 26 Oct 2017.