OMCS
BHI

Old Mutual Customised Solutions’s Baker Hughes BHI Stock Holding History

Old Mutual Customised Solutions’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
-16,747
Closed -$913K – 796
2017
Q2 		$913K Sell
16,747
-2,500
-13% -$144K 0.13% 181
2017
Q1 		$1.15M Buy
19,247
+2,647
+16% +$161K 0.18% 143
2016
Q4 		$1.08M Buy
16,600
+3,100
+23% +$184K 0.2% 124
2016
Q3 		$681K Sell
13,500
-1,700
-11% -$81.8K 0.2% 122
2016
Q2 		$686K Hold
15,200
– – 0.17% 145
2016
Q1 		$666K Hold
15,200
– – 0.17% 140
2015
Q4 		$701K Hold
15,200
– – 0.18% 133
2015
Q3 		$791K Buy
15,200
+1,500
+11% +$83.8K 0.21% 112
2015
Q2 		$845K Hold
13,700
– – 0.2% 120
2015
Q1 		$871K Buy
13,700
+4,600
+51% +$278K 0.21% 118
2014
Q4 		$510K Buy
9,100
+600
+7% +$33.8K 0.15% 172
2014
Q3 		$553K Sell
8,500
-1,200
-12% -$83.7K 0.16% 142
2014
Q2 		$722K Sell
9,700
-700
-7% -$48.7K 0.17% 129
2014
Q1 		$676K Buy
10,400
+4,200
+68% +$248K 0.17% 131
2013
Q4 		$343K Hold
6,200
– – 0.09% 260
2013
Q3 		$304K Hold
6,200
– – 0.09% 273
2013
Q2 		$286K Buy
+6,200
New +$284K 0.08% 254

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 $5.07B AUM 41.86% 1-Year Est. Return
SBA
Seven Bridges Advisors New York $207M AUM
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 $24.4B AUM 22.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Old Mutual Customised Solutions's BHI Position: Q3 2017 in Review

Old Mutual Customised Solutions sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 16,747 shares — an estimated $913K sold.

Old Mutual Customised Solutions first reported a position in BHI in Q2 2013 and held it in 17 quarters. The position peaked at $1.15M in Q1 2017. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Old Mutual Customised Solutions reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 16,747 Baker Hughes shares in Q3 2017, an estimated $913K.
  • Old Mutual Customised Solutions first reported a position in Baker Hughes in Q2 2013 and held it in 17 quarters.
  • Old Mutual Customised Solutions's Baker Hughes position peaked at $1.15M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2017, filed 14 Nov 2017.