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Baldwin Wealth Partners’s Barings BDC BBDC Stock Holding History

Baldwin Wealth Partners’s Portfolio BBDC Stock Details BBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,910
Closed -$102K – 546
2019
Q4 		$102K Buy
+9,910
New +$102K 0.01% 239

Other funds holding BBDC

B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return

Baldwin Wealth Partners's BBDC Position: Q1 2020 in Review

Baldwin Wealth Partners sold out of Barings BDC (BBDC) in Q1 2020, closing a stake of 9,910 shares — an estimated $102K sold.

Baldwin Wealth Partners first reported a position in BBDC in Q4 2019 and held it in 1 quarter. The position peaked at $102K in Q4 2019. 78 funds tracked by Wall St. Rank hold BBDC as of Q1 2020.

  • Baldwin Wealth Partners reported no remaining Barings BDC position as of Q1 2020 after selling out during the quarter.
  • Baldwin Wealth Partners sold 9,910 Barings BDC shares in Q1 2020, an estimated $102K.
  • Baldwin Wealth Partners first reported a position in Barings BDC in Q4 2019 and held it in 1 quarter.
  • Baldwin Wealth Partners's Barings BDC position peaked at $102K in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Barings BDC as of Q1 2020.

Based on Baldwin Wealth Partners's 13F filing for Q1 2020, filed 15 Apr 2020.