SSWM
BHI

Sheets Smith Wealth Management’s Baker Hughes BHI Stock Holding History

Sheets Smith Wealth Management’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
Q4 		– Sell
-16,620
Closed -$1.08M – 284
2014
Q3 		$1.08M Buy
16,620
+418
+3% +$29.1K 0.29% 101
2014
Q2 		$1.21M Buy
+16,202
New +$1.13M 0.32% 87

Other funds holding BHI

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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 $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sheets Smith Wealth Management's BHI Position: Q4 2014 in Review

Sheets Smith Wealth Management sold out of Baker Hughes (BHI) in Q4 2014, closing a stake of 16,620 shares — an estimated $1.08M sold.

Sheets Smith Wealth Management first reported a position in BHI in Q2 2014 and held it in 2 quarters. The position peaked at $1.21M in Q2 2014. 743 funds tracked by Wall St. Rank hold BHI as of Q4 2014.

  • Sheets Smith Wealth Management reported no remaining Baker Hughes position as of Q4 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 16,620 Baker Hughes shares in Q4 2014, an estimated $1.08M.
  • Sheets Smith Wealth Management first reported a position in Baker Hughes in Q2 2014 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Baker Hughes position peaked at $1.21M in Q2 2014.
  • 743 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2014, filed 20 Feb 2015.