NC
BHI

NewSquare Capital’s Baker Hughes BHI Stock Holding History

NewSquare Capital’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
-64
Closed -$3K – 343
2017
Q2 		$3K Hold
64
– – ﹤0.01% 298
2017
Q1 		$4K Hold
64
– – ﹤0.01% 272
2016
Q4 		$4K Buy
+64
New +$3.8K ﹤0.01% 283

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
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

NewSquare Capital's BHI Position: Q3 2017 in Review

NewSquare Capital sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 64 shares — an estimated $3K sold.

NewSquare Capital first reported a position in BHI in Q4 2016 and held it in 3 quarters. The position peaked at $4K in Q1 2017. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • NewSquare Capital reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • NewSquare Capital sold 64 Baker Hughes shares in Q3 2017, an estimated $3K.
  • NewSquare Capital first reported a position in Baker Hughes in Q4 2016 and held it in 3 quarters.
  • NewSquare Capital's Baker Hughes position peaked at $4K in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on NewSquare Capital's 13F filing for Q3 2017, filed 7 Nov 2017.