BWP
BBRC

Baldwin Wealth Partners’s Columbia Beyond BRICs ETF BBRC Stock Holding History

Baldwin Wealth Partners’s Portfolio BBRC Stock Details BBRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-14,800
Closed -$329K – 272
2014
Q3 		$329K Hold
14,800
– – 0.05% 203
2014
Q2 		$324K Hold
14,800
– – 0.05% 193
2014
Q1 		$313K Buy
+14,800
New +$298K 0.05% 196

Other funds holding BBRC

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Baldwin Wealth Partners's BBRC Position: Q4 2014 in Review

Baldwin Wealth Partners sold out of Columbia Beyond BRICs ETF (BBRC) in Q4 2014, closing a stake of 14,800 shares — an estimated $329K sold.

Baldwin Wealth Partners first reported a position in BBRC in Q1 2014 and held it in 3 quarters. The position peaked at $329K in Q3 2014. 40 funds tracked by Wall St. Rank hold BBRC as of Q4 2014.

  • Baldwin Wealth Partners reported no remaining Columbia Beyond BRICs ETF position as of Q4 2014 after selling out during the quarter.
  • Baldwin Wealth Partners sold 14,800 Columbia Beyond BRICs ETF shares in Q4 2014, an estimated $329K.
  • Baldwin Wealth Partners first reported a position in Columbia Beyond BRICs ETF in Q1 2014 and held it in 3 quarters.
  • Baldwin Wealth Partners's Columbia Beyond BRICs ETF position peaked at $329K in Q3 2014.
  • 40 funds tracked by Wall St. Rank held Columbia Beyond BRICs ETF as of Q4 2014.

Based on Baldwin Wealth Partners's 13F filing for Q4 2014, filed 9 Feb 2015.