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 $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

Personal Capital Advisors's BHI Position: Q3 2017 in Review

Personal Capital Advisors sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 515,033 shares — an estimated $28.1M sold.

Personal Capital Advisors first reported a position in BHI in Q4 2013 and held it in 15 quarters. The position peaked at $29.5M in Q1 2017. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Personal Capital Advisors reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Personal Capital Advisors sold 515,033 Baker Hughes shares in Q3 2017, an estimated $28.1M.
  • Personal Capital Advisors first reported a position in Baker Hughes in Q4 2013 and held it in 15 quarters.
  • Personal Capital Advisors's Baker Hughes position peaked at $29.5M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Personal Capital Advisors's 13F filing for Q3 2017, filed 23 Oct 2017.