MAM
BHI

Marketfield Asset Management’s Baker Hughes BHI Stock Holding History

Marketfield Asset Management’s Portfolio BHI Stock Details BHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,034,786
Closed -$197M – 73
2014
Q3 		$197M Sell
3,034,786
-735,600
-20% -$47.9M 1.86% 17
2014
Q2 		$282M Sell
3,770,386
-115,149
-3% -$8.6M 2.24% 8
2014
Q1 		$253M Buy
3,885,535
+231,547
+6% +$15.1M 2.13% 6
2013
Q4 		$202M Buy
+3,653,988
New +$202M 2.01% 30