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Baldwin Wealth Partners’s Energy Recovery ERII Stock Holding History

Baldwin Wealth Partners’s Portfolio ERII Stock Details ERII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,280
Closed -$31K – 264
2014
Q2 		$31K Hold
6,280
– – ﹤0.01% 246
2014
Q1 		$33K Buy
+6,280
New +$30.9K 0.01% 238

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Baldwin Wealth Partners's ERII Position: Q3 2014 in Review

Baldwin Wealth Partners sold out of Energy Recovery (ERII) in Q3 2014, closing a stake of 6,280 shares — an estimated $31K sold.

Baldwin Wealth Partners first reported a position in ERII in Q1 2014 and held it in 2 quarters. The position peaked at $33K in Q1 2014. 75 funds tracked by Wall St. Rank hold ERII as of Q3 2014.

  • Baldwin Wealth Partners reported no remaining Energy Recovery position as of Q3 2014 after selling out during the quarter.
  • Baldwin Wealth Partners sold 6,280 Energy Recovery shares in Q3 2014, an estimated $31K.
  • Baldwin Wealth Partners first reported a position in Energy Recovery in Q1 2014 and held it in 2 quarters.
  • Baldwin Wealth Partners's Energy Recovery position peaked at $33K in Q1 2014.
  • 75 funds tracked by Wall St. Rank held Energy Recovery as of Q3 2014.

Based on Baldwin Wealth Partners's 13F filing for Q3 2014, filed 13 Nov 2014.