BWP
B

Baldwin Wealth Partners’s Barrick Mining B Stock Holding History

Baldwin Wealth Partners’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-599
Closed -$10K – 512
2016
Q4 		$10K Hold
599
– – ﹤0.01% 442
2016
Q3 		$11K Buy
+599
New +$11.9K ﹤0.01% 441

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First Eagle Investment Management
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Vanguard Group
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MAM
Majedie Asset Management London, United Kingdom $1.22B AUM 16.08% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Barrick Mining (B) in Q1 2017, closing a stake of 599 shares — an estimated $10K sold.

Baldwin Wealth Partners first reported a position in B in Q3 2016 and held it in 2 quarters. The position peaked at $11K in Q3 2016. 448 funds tracked by Wall St. Rank hold B as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining Barrick Mining position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 599 Barrick Mining shares in Q1 2017, an estimated $10K.
  • Baldwin Wealth Partners first reported a position in Barrick Mining in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's Barrick Mining position peaked at $11K in Q3 2016.
  • 448 funds tracked by Wall St. Rank held Barrick Mining as of Q1 2017.

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