BWP
APEX

Baldwin Wealth Partners’s Apex Global Brands Inc. Common Stock APEX Stock Holding History

Baldwin Wealth Partners’s Portfolio APEX Stock Details APEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-167
Closed -$52K – 541
2016
Q3 		$52K Hold
167
– – 0.01% 299
2016
Q2 		$56K Hold
167
– – 0.01% 263
2016
Q1 		$89K Buy
+167
New +$82.8K 0.02% 252

Other funds holding APEX

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
HM
HCSF Management San Francisco, California $60.3M AUM 9.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Venator Capital Management Toronto, Ontario, Canada $48.7M AUM 87.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PCC
Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Baldwin Wealth Partners's APEX Position: Q4 2016 in Review

Baldwin Wealth Partners sold out of Apex Global Brands Inc. Common Stock (APEX) in Q4 2016, closing a stake of 167 shares — an estimated $52K sold.

Baldwin Wealth Partners first reported a position in APEX in Q1 2016 and held it in 3 quarters. The position peaked at $89K in Q1 2016. 65 funds tracked by Wall St. Rank hold APEX as of Q4 2016.

  • Baldwin Wealth Partners reported no remaining Apex Global Brands Inc. Common Stock position as of Q4 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 167 Apex Global Brands Inc. Common Stock shares in Q4 2016, an estimated $52K.
  • Baldwin Wealth Partners first reported a position in Apex Global Brands Inc. Common Stock in Q1 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's Apex Global Brands Inc. Common Stock position peaked at $89K in Q1 2016.
  • 65 funds tracked by Wall St. Rank held Apex Global Brands Inc. Common Stock as of Q4 2016.

Based on Baldwin Wealth Partners's 13F filing for Q4 2016, filed 10 Jan 2017.