Ropes Wealth Advisors’s Baker Hughes BHI Stock Holding History

Ropes Wealth 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	-873	Closed	-$48K	–	736
2017 Q2	$48K	Hold	873	–	–	0.01%	341
2017 Q1	$52K	Hold	873	–	–	0.02%	328
2016 Q4	$57K	Hold	873	–	–	0.02%	298
2016 Q3	$44K	Hold	873	–	–	0.01%	288
2016 Q2	$39K	Hold	873	–	–	0.01%	285
2016 Q1	$38K	Hold	873	–	–	0.02%	238
2015 Q4	$40K	Hold	873	–	–	0.02%	258
2015 Q3	$45K	Hold	873	–	–	0.02%	264
2015 Q2	$54K	Hold	873	–	–	0.03%	189
2015 Q1	$56K	Buy	+873	New	+$52.7K	0.03%	185

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Ropes Wealth Advisors's BHI Position: Q3 2017 in Review

Ropes Wealth Advisors sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 873 shares — an estimated $48K sold.

Ropes Wealth Advisors first reported a position in BHI in Q1 2015 and held it in 10 quarters. The position peaked at $57K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

Ropes Wealth Advisors reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 873 Baker Hughes shares in Q3 2017, an estimated $48K.
Ropes Wealth Advisors first reported a position in Baker Hughes in Q1 2015 and held it in 10 quarters.
Ropes Wealth Advisors's Baker Hughes position peaked at $57K in Q4 2016.
7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Ropes Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.