SPIA
BHI

Steward Partners Investment Advisory’s Baker Hughes BHI Stock Holding History

Steward Partners Investment Advisory’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
-1,843
Closed -$100K – 1839
2017
Q2 		$100K Buy
1,843
+691
+60% +$39.7K 0.01% 498
2017
Q1 		$68K Sell
1,152
-507
-31% -$30.9K 0.01% 494
2016
Q4 		$107K Buy
+1,659
New +$98.5K 0.05% 246

Other funds holding BHI

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

Steward Partners Investment Advisory's BHI Position: Q3 2017 in Review

Steward Partners Investment Advisory sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 1,843 shares — an estimated $100K sold.

Steward Partners Investment Advisory first reported a position in BHI in Q4 2016 and held it in 3 quarters. The position peaked at $107K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Steward Partners Investment Advisory reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,843 Baker Hughes shares in Q3 2017, an estimated $100K.
  • Steward Partners Investment Advisory first reported a position in Baker Hughes in Q4 2016 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Baker Hughes position peaked at $107K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2017, filed 22 Nov 2017.