WF
BHI

Welch & Forbes’s Baker Hughes BHI Stock Holding History

Welch & Forbes’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
2014
Q4 		– Sell
-3,192
Closed -$208K – 357
2014
Q3 		$208K Hold
3,192
– – 0.01% 335
2014
Q2 		$238K Hold
3,192
– – 0.01% 305
2014
Q1 		$208K Buy
+3,192
New +$189K 0.01% 319

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Welch & Forbes's BHI Position: Q4 2014 in Review

Welch & Forbes sold out of Baker Hughes (BHI) in Q4 2014, closing a stake of 3,192 shares — an estimated $208K sold.

Welch & Forbes first reported a position in BHI in Q1 2014 and held it in 3 quarters. The position peaked at $238K in Q2 2014. 743 funds tracked by Wall St. Rank hold BHI as of Q4 2014.

  • Welch & Forbes reported no remaining Baker Hughes position as of Q4 2014 after selling out during the quarter.
  • Welch & Forbes sold 3,192 Baker Hughes shares in Q4 2014, an estimated $208K.
  • Welch & Forbes first reported a position in Baker Hughes in Q1 2014 and held it in 3 quarters.
  • Welch & Forbes's Baker Hughes position peaked at $238K in Q2 2014.
  • 743 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2014.

Based on Welch & Forbes's 13F filing for Q4 2014, filed 27 Jan 2015.