BWP
ATW

Baldwin Wealth Partners’s Atwood Oceanics ATW Stock Holding History

Baldwin Wealth Partners’s Portfolio ATW Stock Details ATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-21,876
Closed -$1.2M – 258
2013
Q3 		$1.2M Sell
21,876
-25,540
-54% -$1.44M 0.22% 105
2013
Q2 		$2.47M Buy
+47,416
New +$2.46M 0.49% 60

Other funds holding ATW

LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Atwood Oceanics (ATW) in Q4 2013, closing a stake of 21,876 shares — an estimated $1.2M sold.

Baldwin Wealth Partners first reported a position in ATW in Q2 2013 and held it in 2 quarters. The position peaked at $2.47M in Q2 2013. 299 funds tracked by Wall St. Rank hold ATW as of Q4 2013.

  • Baldwin Wealth Partners reported no remaining Atwood Oceanics position as of Q4 2013 after selling out during the quarter.
  • Baldwin Wealth Partners sold 21,876 Atwood Oceanics shares in Q4 2013, an estimated $1.2M.
  • Baldwin Wealth Partners first reported a position in Atwood Oceanics in Q2 2013 and held it in 2 quarters.
  • Baldwin Wealth Partners's Atwood Oceanics position peaked at $2.47M in Q2 2013.
  • 299 funds tracked by Wall St. Rank held Atwood Oceanics as of Q4 2013.

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