WCM
BHI

Wealthcare Capital Management’s Baker Hughes BHI Stock Holding History

Wealthcare Capital 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
2015
Q3 		– Sell
-76
Closed -$5K – 419
2015
Q2 		$5K Sell
76
-936
-92% -$61.2K ﹤0.01% 271
2015
Q1 		$64K Buy
+1,012
New +$61.1K 0.01% 203
2014
Q4 		– Sell
-147
Closed -$10K – 271
2014
Q3 		$10K Buy
+147
New +$10.3K ﹤0.01% 157

Other funds holding BHI

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Wealthcare Capital Management's BHI Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Baker Hughes (BHI) in Q3 2015, closing a stake of 76 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in BHI in Q3 2014 and held it in 3 quarters. The position peaked at $64K in Q1 2015. 653 funds tracked by Wall St. Rank hold BHI as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Baker Hughes position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 76 Baker Hughes shares in Q3 2015, an estimated $5K.
  • Wealthcare Capital Management first reported a position in Baker Hughes in Q3 2014 and held it in 3 quarters.
  • Wealthcare Capital Management's Baker Hughes position peaked at $64K in Q1 2015.
  • 653 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.