OIA
BHI

Optimum Investment Advisors’s Baker Hughes BHI Stock Holding History

Optimum Investment 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
2016
Q1 		– Sell
-9,785
Closed -$452K – 292
2015
Q4 		$452K Sell
9,785
-1,850
-16% -$94.7K 0.17% 167
2015
Q3 		$605K Buy
+11,635
New +$650K 0.24% 123
2015
Q1 		$940K Sell
14,785
-600
-4% -$36.2K 0.3% 93
2014
Q4 		$863K Sell
15,385
-300
-2% -$16.9K 0.28% 97
2014
Q3 		$1.02M Buy
15,685
+100
+0.6% +$6.97K 0.34% 79
2014
Q2 		$1.16M Hold
15,585
– – 0.38% 68
2014
Q1 		$1.01M Sell
15,585
-700
-4% -$41.4K 0.38% 71
2013
Q4 		$900K Buy
16,285
+825
+5% +$45.2K 0.34% 80
2013
Q3 		$759K Buy
+15,460
New +$745K 0.31% 87

Other funds holding BHI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Optimum Investment Advisors's BHI Position: Q1 2016 in Review

Optimum Investment Advisors sold out of Baker Hughes (BHI) in Q1 2016, closing a stake of 9,785 shares — an estimated $452K sold.

Optimum Investment Advisors first reported a position in BHI in Q3 2013 and held it in 9 quarters. The position peaked at $1.16M in Q2 2014. 616 funds tracked by Wall St. Rank hold BHI as of Q1 2016.

  • Optimum Investment Advisors reported no remaining Baker Hughes position as of Q1 2016 after selling out during the quarter.
  • Optimum Investment Advisors sold 9,785 Baker Hughes shares in Q1 2016, an estimated $452K.
  • Optimum Investment Advisors first reported a position in Baker Hughes in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's Baker Hughes position peaked at $1.16M in Q2 2014.
  • 616 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2016.

Based on Optimum Investment Advisors's 13F filing for Q1 2016, filed 12 May 2016.