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SFMG Wealth Advisors’s Baxter International BAX Stock Holding History

SFMG Wealth Advisors’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-23,546
Closed -$894K – 115
2015
Q2 		$894K Sell
23,546
-27,229
-54% -$1.02M 0.2% 56
2015
Q1 		$1.89M Buy
+50,775
New +$1.93M 0.15% 56

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SFMG Wealth Advisors's BAX Position: Q3 2015 in Review

SFMG Wealth Advisors sold out of Baxter International (BAX) in Q3 2015, closing a stake of 23,546 shares — an estimated $894K sold.

SFMG Wealth Advisors first reported a position in BAX in Q1 2015 and held it in 2 quarters. The position peaked at $1.89M in Q1 2015. 888 funds tracked by Wall St. Rank hold BAX as of Q3 2015.

  • SFMG Wealth Advisors reported no remaining Baxter International position as of Q3 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 23,546 Baxter International shares in Q3 2015, an estimated $894K.
  • SFMG Wealth Advisors first reported a position in Baxter International in Q1 2015 and held it in 2 quarters.
  • SFMG Wealth Advisors's Baxter International position peaked at $1.89M in Q1 2015.
  • 888 funds tracked by Wall St. Rank held Baxter International as of Q3 2015.

Based on SFMG Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.