Baldwin Wealth Partners’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

Baldwin Wealth Partners’s Portfolio CII Stock Details CII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,000	Closed	-$14K	–	510
2018 Q4	$14K	Hold	1,000	–	–	﹤0.01%	408
2018 Q3	$17K	Hold	1,000	–	–	﹤0.01%	416
2018 Q2	$16K	Hold	1,000	–	–	﹤0.01%	420
2018 Q1	$16K	Hold	1,000	–	–	﹤0.01%	405
2017 Q4	$16K	Hold	1,000	–	–	﹤0.01%	393
2017 Q3	$16K	Hold	1,000	–	–	﹤0.01%	390
2017 Q2	$15K	Hold	1,000	–	–	﹤0.01%	400
2017 Q1	$14K	Hold	1,000	–	–	﹤0.01%	401
2016 Q4	$14K	Hold	1,000	–	–	﹤0.01%	400
2016 Q3	$14K	Hold	1,000	–	–	﹤0.01%	415
2016 Q2	$13K	Hold	1,000	–	–	﹤0.01%	371
2016 Q1	$14K	Buy	+1,000	New	+$12.9K	﹤0.01%	387

Other funds holding CII

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Roof Advisory Group Harrisburg, Pennsylvania $172M AUM 5.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return