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 – 489
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 $733B AUM 35.63% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return