TFO
BHI

Tarbox Family Office’s Baker Hughes BHI Stock Holding History

Tarbox Family Office’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
-220
Closed -$12K – 637
2017
Q2 		$12K Hold
220
– – 0.01% 272
2017
Q1 		$13K Hold
220
– – 0.01% 263
2016
Q4 		$14K Hold
220
– – 0.01% 228
2016
Q3 		$11K Buy
220
+18
+9% +$866 0.01% 246
2016
Q2 		$9K Hold
202
– – 0.01% 259
2016
Q1 		$9K Sell
202
-31
-13% -$1.34K 0.01% 266
2015
Q4 		$11K Buy
233
+7
+3% +$358 0.01% 223
2015
Q3 		$12K Buy
226
+3
+1% +$168 0.01% 214
2015
Q2 		$14K Hold
223
– – 0.01% 196
2015
Q1 		$14K Hold
223
– – 0.01% 203
2014
Q4 		$13K Buy
223
+8
+4% +$451 0.01% 212
2014
Q3 		$14K Buy
215
+7
+3% +$488 0.01% 201
2014
Q2 		$15K Hold
208
– – 0.01% 187
2014
Q1 		$13K Hold
208
– – 0.01% 219
2013
Q4 		$11K Buy
+208
New +$11.4K 0.01% 272

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

Tarbox Family Office's BHI Position: Q3 2017 in Review

Tarbox Family Office sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 220 shares — an estimated $12K sold.

Tarbox Family Office first reported a position in BHI in Q4 2013 and held it in 15 quarters. The position peaked at $15K in Q2 2014. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Tarbox Family Office reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Tarbox Family Office sold 220 Baker Hughes shares in Q3 2017, an estimated $12K.
  • Tarbox Family Office first reported a position in Baker Hughes in Q4 2013 and held it in 15 quarters.
  • Tarbox Family Office's Baker Hughes position peaked at $15K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Tarbox Family Office's 13F filing for Q3 2017, filed 19 Oct 2017.