BWP
ACAS

Baldwin Wealth Partners’s American Capital Ltd ACAS Stock Holding History

Baldwin Wealth Partners’s Portfolio ACAS Stock Details ACAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,695
Closed -$30K – 563
2016
Q4 		$30K Hold
1,695
– – 0.01% 341
2016
Q3 		$29K Buy
+1,695
New +$28.1K 0.01% 349

Other funds holding ACAS

FPF
FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Baldwin Wealth Partners's ACAS Position: Q1 2017 in Review

Baldwin Wealth Partners sold out of American Capital Ltd (ACAS) in Q1 2017, closing a stake of 1,695 shares — an estimated $30K sold.

Baldwin Wealth Partners first reported a position in ACAS in Q3 2016 and held it in 2 quarters. The position peaked at $30K in Q4 2016. 2 funds tracked by Wall St. Rank hold ACAS as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining American Capital Ltd position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,695 American Capital Ltd shares in Q1 2017, an estimated $30K.
  • Baldwin Wealth Partners first reported a position in American Capital Ltd in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's American Capital Ltd position peaked at $30K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held American Capital Ltd as of Q1 2017.

Based on Baldwin Wealth Partners's 13F filing for Q1 2017, filed 17 Apr 2017.