Winch Advisory Services’s Baker Hughes BHI Stock Holding History

Winch Advisory Services’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	-1,740	Closed	-$104K	–	332
2017 Q1	$104K	Buy	+1,740	New	+$106K	0.07%	92
2014 Q3	–	Sell	-14,290	Closed	-$1.06M	–	279
2014 Q2	$1.06M	Buy	+14,290	New	+$995K	0.62%	48

Other funds holding BHI

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Winch Advisory Services's BHI Position: Q2 2017 in Review

Winch Advisory Services sold out of Baker Hughes (BHI) in Q2 2017, closing a stake of 1,740 shares — an estimated $104K sold.

Winch Advisory Services first reported a position in BHI in Q2 2014 and held it in 2 quarters. The position peaked at $1.06M in Q2 2014. 576 funds tracked by Wall St. Rank hold BHI as of Q2 2017.

Winch Advisory Services reported no remaining Baker Hughes position as of Q2 2017 after selling out during the quarter.
Winch Advisory Services sold 1,740 Baker Hughes shares in Q2 2017, an estimated $104K.
Winch Advisory Services first reported a position in Baker Hughes in Q2 2014 and held it in 2 quarters.
Winch Advisory Services's Baker Hughes position peaked at $1.06M in Q2 2014.
576 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2017.

Based on Winch Advisory Services's 13F filing for Q2 2017, filed 7 Aug 2017.