BWP
ADGE

Baldwin Wealth Partners’s American Dg Energy Inc ADGE Stock Holding History

Baldwin Wealth Partners’s Portfolio ADGE Stock Details ADGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,000
Closed -$16K – 260
2013
Q3 		$16K Sell
10,000
-520
-5% -$827 ﹤0.01% 236
2013
Q2 		$13K Buy
+10,520
New +$16.7K ﹤0.01% 227

Other funds holding ADGE

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
BPBT
Boston Private Bank & Trust Boston, Massachusetts $2.17B AUM 12.34% 1-Year Est. Return

Baldwin Wealth Partners's ADGE Position: Q4 2013 in Review

Baldwin Wealth Partners sold out of American Dg Energy Inc (ADGE) in Q4 2013, closing a stake of 10,000 shares — an estimated $16K sold.

Baldwin Wealth Partners first reported a position in ADGE in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q3 2013. 26 funds tracked by Wall St. Rank hold ADGE as of Q4 2013.

  • Baldwin Wealth Partners reported no remaining American Dg Energy Inc position as of Q4 2013 after selling out during the quarter.
  • Baldwin Wealth Partners sold 10,000 American Dg Energy Inc shares in Q4 2013, an estimated $16K.
  • Baldwin Wealth Partners first reported a position in American Dg Energy Inc in Q2 2013 and held it in 2 quarters.
  • Baldwin Wealth Partners's American Dg Energy Inc position peaked at $16K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held American Dg Energy Inc as of Q4 2013.

Based on Baldwin Wealth Partners's 13F filing for Q4 2013, filed 12 Feb 2014.