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 – 2193
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 $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ValueAct Holdings
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WFG Advisors's BHI Position: Q1 2015 in Review

WFG Advisors sold out of Baker Hughes (BHI) in Q1 2015, closing a stake of 126 shares — an estimated $7K sold.

WFG Advisors first reported a position in BHI in Q2 2013 and held it in 7 quarters. The position peaked at $192K in Q2 2013. 727 funds tracked by Wall St. Rank hold BHI as of Q1 2015.

  • WFG Advisors reported no remaining Baker Hughes position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 126 Baker Hughes shares in Q1 2015, an estimated $7K.
  • WFG Advisors first reported a position in Baker Hughes in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Baker Hughes position peaked at $192K in Q2 2013.
  • 727 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.