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Baldwin Investment Management’s Urban Outfitters URBN Stock Holding History

Baldwin Investment Management’s Portfolio URBN Stock Details URBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,250
Closed -$228K – 136
2014
Q1 		$228K Hold
6,250
– – 0.1% 125
2013
Q4 		$232K Hold
6,250
– – 0.1% 126
2013
Q3 		$230K Hold
6,250
– – 0.11% 118
2013
Q2 		$251K Buy
+6,250
New +$258K 0.12% 106

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State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return

Baldwin Investment Management's URBN Position: Q2 2014 in Review

Baldwin Investment Management sold out of Urban Outfitters (URBN) in Q2 2014, closing a stake of 6,250 shares — an estimated $228K sold.

Baldwin Investment Management first reported a position in URBN in Q2 2013 and held it in 4 quarters. The position peaked at $251K in Q2 2013. 319 funds tracked by Wall St. Rank hold URBN as of Q2 2014.

  • Baldwin Investment Management reported no remaining Urban Outfitters position as of Q2 2014 after selling out during the quarter.
  • Baldwin Investment Management sold 6,250 Urban Outfitters shares in Q2 2014, an estimated $228K.
  • Baldwin Investment Management first reported a position in Urban Outfitters in Q2 2013 and held it in 4 quarters.
  • Baldwin Investment Management's Urban Outfitters position peaked at $251K in Q2 2013.
  • 319 funds tracked by Wall St. Rank held Urban Outfitters as of Q2 2014.

Based on Baldwin Investment Management's 13F filing for Q2 2014, filed 8 Aug 2014.