WP
BHI

WealthPLAN Partners’s Baker Hughes BHI Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-210
Closed -$12.7K – 487
2017
Q1 		$12.7K Buy
+210
New +$12.8K 0.04% 235
2016
Q3 		$15K Sell
300
-210
-41% -$10.1K ﹤0.01% 533
2016
Q2 		$13.5K Buy
+510
New +$23.1K ﹤0.01% 1603
2015
Q4 		$13.9K Buy
+720
New +$36.9K ﹤0.01% 1043
2015
Q2 		$13K Hold
210
– – 0.01% 295
2015
Q1 		$13K Buy
+210
New +$12.7K 0.01% 359

Other funds holding BHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's BHI Position: Q2 2017 in Review

WealthPLAN Partners sold out of Baker Hughes (BHI) in Q2 2017, closing a stake of 210 shares — an estimated $12.7K sold.

WealthPLAN Partners first reported a position in BHI in Q1 2015 and held it in 6 quarters. The position peaked at $15K in Q3 2016. 576 funds tracked by Wall St. Rank hold BHI as of Q2 2017.

  • WealthPLAN Partners reported no remaining Baker Hughes position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 210 Baker Hughes shares in Q2 2017, an estimated $12.7K.
  • WealthPLAN Partners first reported a position in Baker Hughes in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Baker Hughes position peaked at $15K in Q3 2016.
  • 576 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.