WAM
BHI

Wealthspire Advisors (Maryland)’s Baker Hughes BHI Stock Holding History

Wealthspire Advisors (Maryland)’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
-3,482
Closed -$190K – 2632
2017
Q2 		$190K Buy
3,482
+493
+16% +$28.3K 0.02% 466
2017
Q1 		$179K Buy
2,989
+551
+23% +$33.5K 0.03% 429
2016
Q4 		$158K Buy
2,438
+1,282
+111% +$76.1K 0.02% 435
2016
Q3 		$58K Buy
1,156
+96
+9% +$4.62K 0.01% 735
2016
Q2 		$48K Buy
1,060
+228
+27% +$10.3K 0.01% 748
2016
Q1 		$36K Sell
832
-140
-14% -$6.05K 0.01% 788
2015
Q4 		$45K Buy
+972
New +$49.8K 0.01% 750

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

Wealthspire Advisors (Maryland)'s BHI Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Baker Hughes (BHI) in Q3 2017, closing a stake of 3,482 shares — an estimated $190K sold.

Wealthspire Advisors (Maryland) first reported a position in BHI in Q4 2015 and held it in 7 quarters. The position peaked at $190K in Q2 2017. 7 funds tracked by Wall St. Rank hold BHI as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Baker Hughes position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,482 Baker Hughes shares in Q3 2017, an estimated $190K.
  • Wealthspire Advisors (Maryland) first reported a position in Baker Hughes in Q4 2015 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Baker Hughes position peaked at $190K in Q2 2017.
  • 7 funds tracked by Wall St. Rank held Baker Hughes as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.