NFG
BHI

Next Financial Group’s Baker Hughes BHI Stock Holding History

Next Financial Group’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
-62
Closed -$3K – 2047
2017
Q2 		$3K Hold
62
– – ﹤0.01% 1704
2017
Q1 		$4K Sell
62
-621
-91% -$37.8K ﹤0.01% 1601
2016
Q4 		$44K Buy
683
+200
+41% +$11.9K 0.01% 1025
2016
Q3 		$24K Buy
483
+413
+590% +$19.9K ﹤0.01% 1284
2016
Q2 		$3K Hold
70
– – ﹤0.01% 1553
2016
Q1 		$3K Buy
70
+1
+1% +$43 ﹤0.01% 1505
2015
Q4 		$3K Hold
69
– – ﹤0.01% 1557
2015
Q3 		$3K Hold
69
– – ﹤0.01% 1583
2015
Q2 		$4K Hold
69
– – ﹤0.01% 1570
2015
Q1 		$4K Hold
69
– – ﹤0.01% 1580
2014
Q4 		$4K Sell
69
-570
-89% -$32.1K ﹤0.01% 1611
2014
Q3 		$42K Sell
639
-150
-19% -$10.5K 0.01% 1043
2014
Q2 		$54K Buy
+789
New +$54.9K 0.03% 333

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
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

Next Financial Group's BHI Position: Q3 2017 in Review

Next Financial Group sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 62 shares — an estimated $3K sold.

Next Financial Group first reported a position in BHI in Q2 2014 and held it in 13 quarters. The position peaked at $54K in Q2 2014. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Next Financial Group reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Next Financial Group sold 62 Baker Hughes shares in Q3 2017, an estimated $3K.
  • Next Financial Group first reported a position in Baker Hughes in Q2 2014 and held it in 13 quarters.
  • Next Financial Group's Baker Hughes position peaked at $54K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.