PCA
BHI

Personal Capital Advisors’s Baker Hughes BHI Stock Holding History

Personal 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
-515,033
Closed -$28.1M – 241
2017
Q2 		$28.1M Buy
515,033
+23,357
+5% +$1.34M 0.61% 37
2017
Q1 		$29.5M Buy
491,676
+39,598
+9% +$2.41M 0.74% 26
2016
Q4 		$29.4M Buy
452,078
+32,374
+8% +$1.92M 0.87% 17
2016
Q3 		$21.1M Buy
419,704
+84,447
+25% +$4.06M 0.71% 39
2016
Q2 		$15.1M Buy
335,257
+29,410
+10% +$1.33M 0.58% 58
2016
Q1 		$13.4M Buy
305,847
+95,607
+45% +$4.13M 0.62% 57
2015
Q4 		$9.7M Sell
210,240
-571
-0.3% -$29.2K 0.53% 65
2015
Q3 		$11M Buy
210,811
+28,752
+16% +$1.61M 0.72% 51
2015
Q2 		$11.3M Buy
182,059
+21,849
+14% +$1.43M 0.78% 35
2015
Q1 		$10.2M Buy
160,210
+42,819
+36% +$2.58M 0.82% 28
2014
Q4 		$6.58M Buy
117,391
+21,817
+23% +$1.23M 0.67% 58
2014
Q3 		$6.22M Buy
95,574
+18,195
+24% +$1.27M 0.8% 38
2014
Q2 		$5.76M Buy
77,379
+15,065
+24% +$1.05M 0.95% 18
2014
Q1 		$4.05M Buy
62,314
+15,346
+33% +$908K 0.91% 22
2013
Q4 		$2.6M Buy
+46,968
New +$2.57M 0.82% 56

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 $59.6B 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