Morris Capital Advisors’s Baker Hughes BHI Stock Holding History

Morris Capital 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	-6,508	Closed	-$355K	–	78
2017 Q2	$355K	Sell	6,508 -27	-0.4%	-$1.55K	0.25%	59
2017 Q1	$391K	Sell	6,535 -65	-1%	-$3.96K	0.28%	56
2016 Q4	$429K	Sell	6,600 -9	-0.1%	-$534	0.3%	49
2016 Q3	$334K	Sell	6,609 -252	-4%	-$12.1K	0.21%	60
2016 Q2	$310K	Sell	6,861 -162	-2%	-$7.34K	0.18%	62
2016 Q1	$308K	Buy	7,023 +1,125	+19%	+$48.6K	0.21%	58
2015 Q4	$272K	Buy	+5,898	New	+$302K	0.19%	58

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

Morris Capital Advisors's BHI Position: Q3 2017 in Review

Morris Capital Advisors sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 6,508 shares — an estimated $355K sold.

Morris Capital Advisors first reported a position in BHI in Q4 2015 and held it in 7 quarters. The position peaked at $429K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

Morris Capital Advisors reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
Morris Capital Advisors sold 6,508 Baker Hughes shares in Q3 2017, an estimated $355K.
Morris Capital Advisors first reported a position in Baker Hughes in Q4 2015 and held it in 7 quarters.
Morris Capital Advisors's Baker Hughes position peaked at $429K in Q4 2016.
7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Morris Capital Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.