BWP
EQY

Baldwin Wealth Partners’s Equity One EQY Stock Holding History

Baldwin Wealth Partners’s Portfolio EQY Stock Details EQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-6,327
Closed -$194K – 558
2016
Q4 		$194K Hold
6,327
– – 0.04% 181
2016
Q3 		$194K Hold
6,327
– – 0.04% 182
2016
Q2 		$204K Hold
6,327
– – 0.04% 163
2016
Q1 		$181K Buy
+6,327
New +$174K 0.03% 206

Other funds holding EQY

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Equity One (EQY) in Q1 2017, closing a stake of 6,327 shares — an estimated $194K sold.

Baldwin Wealth Partners first reported a position in EQY in Q1 2016 and held it in 4 quarters. The position peaked at $204K in Q2 2016. 1 fund tracked by Wall St. Rank holds EQY as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining Equity One position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 6,327 Equity One shares in Q1 2017, an estimated $194K.
  • Baldwin Wealth Partners first reported a position in Equity One in Q1 2016 and held it in 4 quarters.
  • Baldwin Wealth Partners's Equity One position peaked at $204K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Equity One as of Q1 2017.

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