PWAG
BHI

Polaris Wealth Advisory Group’s Baker Hughes BHI Stock Holding History

Polaris Wealth Advisory Group’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
2014
Q3 		– Sell
-41,083
Closed -$3.06M – 83
2014
Q2 		$3.06M Buy
41,083
+6,440
+19% +$448K 0.68% 21
2014
Q1 		$2.25M Buy
34,643
+5,337
+18% +$316K 0.53% 34
2013
Q4 		$1.62M Buy
+29,306
New +$1.61M 0.4% 46

Other funds holding BHI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Polaris Wealth Advisory Group's BHI Position: Q3 2014 in Review

Polaris Wealth Advisory Group sold out of Baker Hughes (BHI) in Q3 2014, closing a stake of 41,083 shares — an estimated $3.06M sold.

Polaris Wealth Advisory Group first reported a position in BHI in Q4 2013 and held it in 3 quarters. The position peaked at $3.06M in Q2 2014. 726 funds tracked by Wall St. Rank hold BHI as of Q3 2014.

  • Polaris Wealth Advisory Group reported no remaining Baker Hughes position as of Q3 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 41,083 Baker Hughes shares in Q3 2014, an estimated $3.06M.
  • Polaris Wealth Advisory Group first reported a position in Baker Hughes in Q4 2013 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Baker Hughes position peaked at $3.06M in Q2 2014.
  • 726 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2014, filed 30 Oct 2014.