UCFA
BHI

United Capital Financial Advisors’s Baker Hughes BHI Stock Holding History

United Capital Financial 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
-32,027
Closed -$1.75M – 1366
2017
Q2 		$1.75M Sell
32,027
-3,137
-9% -$180K 0.02% 614
2017
Q1 		$2.1M Buy
35,164
+3,229
+10% +$197K 0.02% 556
2016
Q4 		$2.08M Buy
31,935
+13,749
+76% +$816K 0.02% 560
2016
Q3 		$918K Buy
18,186
+9,839
+118% +$474K 0.01% 793
2016
Q2 		$376K Sell
8,347
-8,223
-50% -$372K ﹤0.01% 979
2016
Q1 		$726K Buy
16,570
+53
+0.3% +$2.29K 0.01% 784
2015
Q4 		$762K Sell
16,517
-7,150
-30% -$366K 0.01% 763
2015
Q3 		$1.23M Sell
23,667
-1,780
-7% -$99.4K 0.01% 637
2015
Q2 		$1.57M Buy
25,447
+4,524
+22% +$296K 0.02% 632
2015
Q1 		$1.43M Buy
20,923
+1,199
+6% +$72.3K 0.02% 645
2014
Q4 		$1.11M Buy
19,724
+5,472
+38% +$309K 0.02% 624
2014
Q3 		$927K Hold
14,252
– – 0.02% 622
2014
Q2 		$1.06M Buy
14,252
+531
+4% +$37K 0.02% 554
2014
Q1 		$892K Sell
13,721
-3,549
-21% -$210K 0.02% 504
2013
Q4 		$954K Sell
17,270
-17,720
-51% -$971K 0.03% 336
2013
Q3 		$1.72M Buy
34,990
+3,394
+11% +$164K 0.05% 277
2013
Q2 		$1.46M Buy
+31,596
New +$1.45M 0.04% 353

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

United Capital Financial Advisors's BHI Position: Q3 2017 in Review

United Capital Financial Advisors sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 32,027 shares — an estimated $1.75M sold.

United Capital Financial Advisors first reported a position in BHI in Q2 2013 and held it in 17 quarters. The position peaked at $2.1M in Q1 2017. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • United Capital Financial Advisors reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 32,027 Baker Hughes shares in Q3 2017, an estimated $1.75M.
  • United Capital Financial Advisors first reported a position in Baker Hughes in Q2 2013 and held it in 17 quarters.
  • United Capital Financial Advisors's Baker Hughes position peaked at $2.1M in Q1 2017.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on United Capital Financial Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.