Principal Financial Group
BHI

Principal Financial Group’s Baker Hughes BHI Stock Holding History

Principal Financial 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
2017
Q3 		– Sell
-647,121
Closed -$35.3M – 2294
2017
Q2 		$35.3M Sell
647,121
-3,557
-0.5% -$204K 0.04% 513
2017
Q1 		$38.9M Sell
650,678
-947,344
-59% -$57.7M 0.05% 413
2016
Q4 		$104M Buy
1,598,022
+955,678
+149% +$56.7M 0.13% 169
2016
Q3 		$32.4M Buy
642,344
+5,029
+0.8% +$242K 0.04% 439
2016
Q2 		$28.8M Buy
637,315
+49,114
+8% +$2.22M 0.04% 453
2016
Q1 		$25.8M Buy
588,201
+19,148
+3% +$827K 0.04% 468
2015
Q4 		$26.3M Buy
569,053
+11,417
+2% +$584K 0.04% 449
2015
Q3 		$29M Buy
557,636
+4,760
+0.9% +$266K 0.05% 403
2015
Q2 		$34.1M Sell
552,876
-419
-0.1% -$27.4K 0.05% 362
2015
Q1 		$35.2M Buy
553,295
+18,240
+3% +$1.1M 0.05% 352
2014
Q4 		$30M Sell
535,055
-748,356
-58% -$42.2M 0.05% 389
2014
Q3 		$83.5M Buy
1,283,411
+468,059
+57% +$32.6M 0.14% 183
2014
Q2 		$60.7M Buy
815,352
+290,357
+55% +$20.2M 0.1% 246
2014
Q1 		$34.1M Buy
524,995
+19,931
+4% +$1.18M 0.06% 347
2013
Q4 		$27.9M Buy
505,064
+1,631
+0.3% +$89.3K 0.05% 386
2013
Q3 		$24.7M Sell
503,433
-4,149
-0.8% -$200K 0.05% 379
2013
Q2 		$23.4M Buy
+507,582
New +$23.2M 0.05% 377

Other funds holding BHI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 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 $221M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Principal Financial Group's BHI Position: Q3 2017 in Review

Principal Financial Group sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 647,121 shares — an estimated $35.3M sold.

Principal Financial Group first reported a position in BHI in Q2 2013 and held it in 17 quarters. The position peaked at $104M in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Principal Financial Group reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Principal Financial Group sold 647,121 Baker Hughes shares in Q3 2017, an estimated $35.3M.
  • Principal Financial Group first reported a position in Baker Hughes in Q2 2013 and held it in 17 quarters.
  • Principal Financial Group's Baker Hughes position peaked at $104M in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Principal Financial Group's 13F filing for Q3 2017, filed 2 Nov 2017.