TWA
BHI

TCI Wealth Advisors’s Baker Hughes BHI Stock Holding History

TCI 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
-2,056
Closed -$112K – 1429
2017
Q2 		$112K Hold
2,056
– – 0.06% 187
2017
Q1 		$123K Hold
2,056
– – 0.06% 191
2016
Q4 		$134K Hold
2,056
– – 0.07% 191
2016
Q3 		$104K Hold
2,056
– – 0.06% 203
2016
Q2 		$93K Hold
2,056
– – 0.05% 215
2016
Q1 		$90K Buy
2,056
+38
+2% +$1.64K 0.05% 221
2015
Q4 		$93K Sell
2,018
-16
-0.8% -$819 0.05% 213
2015
Q3 		$106K Sell
2,034
-10
-0.5% -$558 0.06% 186
2015
Q2 		$126K Hold
2,044
– – 0.07% 175
2015
Q1 		$130K Buy
2,044
+27
+1% +$1.63K 0.08% 151
2014
Q4 		$113K Sell
2,017
-18
-0.9% -$1.01K 0.07% 166
2014
Q3 		$132K Hold
2,035
– – 0.08% 150
2014
Q2 		$152K Buy
2,035
+9
+0.4% +$626 0.09% 140
2014
Q1 		$132K Buy
2,026
+10
+0.5% +$592 0.09% 147
2013
Q4 		$111K Hold
2,016
– – 0.07% 154
2013
Q3 		$99K Hold
2,016
– – 0.08% 149
2013
Q2 		$93K Buy
+2,016
New +$92.2K 0.07% 161

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
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

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

TCI Wealth Advisors sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 2,056 shares — an estimated $112K sold.

TCI Wealth Advisors first reported a position in BHI in Q2 2013 and held it in 17 quarters. The position peaked at $152K in Q2 2014. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • TCI Wealth Advisors reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 2,056 Baker Hughes shares in Q3 2017, an estimated $112K.
  • TCI Wealth Advisors first reported a position in Baker Hughes in Q2 2013 and held it in 17 quarters.
  • TCI Wealth Advisors's Baker Hughes position peaked at $152K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on TCI Wealth Advisors's 13F filing for Q3 2017, filed 24 Oct 2017.