Piershale Financial Group’s Baxter International BAX Stock Holding History

Piershale Financial Group’s Portfolio BAX Stock Details BAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,923	Closed	-$139K	–	33
2016 Q3	$139K	Hold	2,923	–	–	0.11%	18
2016 Q2	$132K	Hold	2,923	–	–	0.1%	17
2016 Q1	$120K	Hold	2,923	–	–	0.07%	16
2015 Q4	$112K	Hold	2,923	–	–	0.07%	22
2015 Q3	$96K	Buy	+2,923	New	+$111K	0.07%	19
2015 Q2	–	Sell	-3,688	Closed	-$137K	–	108
2015 Q1	$137K	Sell	3,688 -48,572	-93%	-$1.84M	0.11%	19
2014 Q4	$2.08M	Buy	52,260 +3,740	+8%	+$146K	1.35%	15
2014 Q3	$1.89M	Buy	48,520 +48,518	+2,425,900%	+$1.97M	1.51%	16
2014 Q2	$0	Hold	2	–	–	﹤0.01%	173
2014 Q1	$0	Hold	2	–	–	﹤0.01%	143
2013 Q4	$0	Hold	2	–	–	﹤0.01%	143
2013 Q3	$0	Buy	+2	New	+$78	﹤0.01%	124

Other funds holding BAX

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Piershale Financial Group's BAX Position: Q4 2016 in Review

Piershale Financial Group sold out of Baxter International (BAX) in Q4 2016, closing a stake of 2,923 shares — an estimated $139K sold.

Piershale Financial Group first reported a position in BAX in Q3 2013 and held it in 12 quarters. The position peaked at $2.08M in Q4 2014. 921 funds tracked by Wall St. Rank hold BAX as of Q4 2016.

Piershale Financial Group reported no remaining Baxter International position as of Q4 2016 after selling out during the quarter.
Piershale Financial Group sold 2,923 Baxter International shares in Q4 2016, an estimated $139K.
Piershale Financial Group first reported a position in Baxter International in Q3 2013 and held it in 12 quarters.
Piershale Financial Group's Baxter International position peaked at $2.08M in Q4 2014.
921 funds tracked by Wall St. Rank held Baxter International as of Q4 2016.

Based on Piershale Financial Group's 13F filing for Q4 2016, filed 18 Jan 2017.