BWP
CSE

Baldwin Wealth Partners’s CAPITALSOURCE INC CSE Stock Holding History

Baldwin Wealth Partners’s Portfolio CSE Stock Details CSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-52,850
Closed -$771K – 262
2014
Q1 		$771K Hold
52,850
– – 0.12% 153
2013
Q4 		$759K Hold
52,850
– – 0.12% 152
2013
Q3 		$628K Sell
52,850
-2,000
-4% -$22.6K 0.11% 147
2013
Q2 		$514K Buy
+54,850
New +$509K 0.1% 145

Baldwin Wealth Partners's CSE Position: Q2 2014 in Review

Baldwin Wealth Partners sold out of CAPITALSOURCE INC (CSE) in Q2 2014, closing a stake of 52,850 shares — an estimated $771K sold.

Baldwin Wealth Partners first reported a position in CSE in Q2 2013 and held it in 4 quarters. The position peaked at $771K in Q1 2014. 0 funds tracked by Wall St. Rank hold CSE as of Q2 2014.

  • Baldwin Wealth Partners reported no remaining CAPITALSOURCE INC position as of Q2 2014 after selling out during the quarter.
  • Baldwin Wealth Partners sold 52,850 CAPITALSOURCE INC shares in Q2 2014, an estimated $771K.
  • Baldwin Wealth Partners first reported a position in CAPITALSOURCE INC in Q2 2013 and held it in 4 quarters.
  • Baldwin Wealth Partners's CAPITALSOURCE INC position peaked at $771K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held CAPITALSOURCE INC as of Q2 2014.

Based on Baldwin Wealth Partners's 13F filing for Q2 2014, filed 8 Aug 2014.