W
BHI

Wealthfront’s Baker Hughes BHI Stock Holding History

Wealthfront’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
-8,018
Closed -$437K – 525
2017
Q2 		$437K Sell
8,018
-231
-3% -$13.3K 0.01% 300
2017
Q1 		$493K Buy
8,249
+416
+5% +$25.3K 0.01% 228
2016
Q4 		$509K Buy
7,833
+1,182
+18% +$70.2K 0.01% 198
2016
Q3 		$336K Buy
6,651
+840
+14% +$40.4K 0.01% 255
2016
Q2 		$262K Sell
5,811
-588
-9% -$26.6K 0.01% 290
2016
Q1 		$280K Buy
+6,399
New +$276K 0.01% 250
2015
Q4 		– Sell
-4,501
Closed -$234K – 1282
2015
Q3 		$234K Sell
4,501
-2,981
-40% -$166K 0.01% 247
2015
Q2 		$462K Sell
7,482
-500
-6% -$32.7K 0.02% 116
2015
Q1 		$507K Buy
7,982
+1,861
+30% +$112K 0.02% 86
2014
Q4 		$343K Buy
6,121
+3,418
+126% +$193K 0.02% 105
2014
Q3 		$176K Buy
2,703
+785
+41% +$54.7K 0.01% 175
2014
Q2 		$144K Buy
1,918
+658
+52% +$45.8K 0.01% 152
2014
Q1 		$83K Buy
+1,260
New +$74.5K 0.01% 168

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

Wealthfront's BHI Position: Q3 2017 in Review

Wealthfront sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 8,018 shares — an estimated $437K sold.

Wealthfront first reported a position in BHI in Q1 2014 and held it in 13 quarters. The position peaked at $509K in Q4 2016. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Wealthfront reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Wealthfront sold 8,018 Baker Hughes shares in Q3 2017, an estimated $437K.
  • Wealthfront first reported a position in Baker Hughes in Q1 2014 and held it in 13 quarters.
  • Wealthfront's Baker Hughes position peaked at $509K in Q4 2016.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Wealthfront's 13F filing for Q3 2017, filed 14 Nov 2017.