RWG
BHI

Regal Wealth Group’s Baker Hughes BHI Stock Holding History

Regal Wealth 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
-417
Closed -$23K – 159
2017
Q2 		$23K Buy
417
+1
+0.2% +$57 0.02% 93
2017
Q1 		$25K Buy
416
+1
+0.2% +$61 0.02% 88
2016
Q4 		$27K Buy
415
+1
+0.2% +$59 0.02% 85
2016
Q3 		$21K Buy
414
+2
+0.5% +$96 0.02% 94
2016
Q2 		$19K Buy
412
+1
+0.2% +$45 0.02% 96
2016
Q1 		$18K Buy
411
+2
+0.5% +$86 0.02% 95
2015
Q4 		$19K Buy
+409
New +$20.9K 0.02% 94

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 $59.8B AUM 29.42% 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

Regal Wealth Group's BHI Position: Q3 2017 in Review

Regal Wealth Group sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 417 shares — an estimated $23K sold.

Regal Wealth Group first reported a position in BHI in Q4 2015 and held it in 7 quarters. The position peaked at $27K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Regal Wealth Group reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Regal Wealth Group sold 417 Baker Hughes shares in Q3 2017, an estimated $23K.
  • Regal Wealth Group first reported a position in Baker Hughes in Q4 2015 and held it in 7 quarters.
  • Regal Wealth Group's Baker Hughes position peaked at $27K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Regal Wealth Group's 13F filing for Q3 2017, filed 20 Oct 2017.