PMFA
BHI

Plante Moran Financial Advisors’s Baker Hughes BHI Stock Holding History

Plante Moran Financial 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
-77
Closed -$4K – 901
2017
Q2 		$4K Hold
77
– – ﹤0.01% 707
2017
Q1 		$5K Hold
77
– – ﹤0.01% 719
2016
Q4 		$5K Sell
77
-651
-89% -$38.6K ﹤0.01% 736
2016
Q3 		$37K Buy
728
+651
+845% +$31.3K 0.03% 385
2016
Q2 		$3K Hold
77
– – ﹤0.01% 772
2016
Q1 		$3K Sell
77
-64
-45% -$2.76K ﹤0.01% 696
2015
Q4 		$7K Hold
141
– – 0.01% 662
2015
Q3 		$7K Sell
141
-120
-46% -$6.7K 0.01% 546
2015
Q2 		$16K Hold
261
– – 0.01% 455
2015
Q1 		$17K Sell
261
-40
-13% -$2.41K 0.01% 434
2014
Q4 		$17K Sell
301
-65
-18% -$3.67K 0.01% 441
2014
Q3 		$24K Sell
366
-1,000
-73% -$69.7K 0.02% 380
2014
Q2 		$102K Buy
1,366
+1,141
+507% +$79.4K 0.09% 151
2014
Q1 		$15K Sell
225
-193
-46% -$11.4K 0.02% 297
2013
Q4 		$23K Buy
418
+163
+64% +$8.93K 0.01% 335
2013
Q3 		$13K Sell
255
-190
-43% -$9.16K 0.01% 358
2013
Q2 		$21K Buy
+445
New +$20.4K 0.02% 246

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 $45.5B AUM 21.01% 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