WA
BHI

WFG Advisors’s Baker Hughes BHI Stock Holding History

WFG Advisors’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
2015
Q1 		– Sell
-126
Closed -$7K – 2195
2014
Q4 		$7K Sell
126
-1,260
-91% -$71.1K ﹤0.01% 1588
2014
Q3 		$90K Sell
1,386
-166
-11% -$11.6K 0.02% 703
2014
Q2 		$116K Sell
1,552
-14
-0.9% -$974 0.02% 604
2014
Q1 		$102K Sell
1,566
-1,871
-54% -$111K 0.02% 635
2013
Q4 		$190K Sell
3,437
-230
-6% -$12.6K 0.03% 532
2013
Q3 		$180K Sell
3,667
-502
-12% -$24.2K 0.03% 522
2013
Q2 		$192K Buy
+4,169
New +$191K 0.03% 471

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
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return