BWP
FPI

Baldwin Wealth Partners’s Farmland Partners FPI Stock Holding History

Baldwin Wealth Partners’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-858
Closed -$7K – 515
2018
Q1 		$7K Hold
858
– – ﹤0.01% 444
2017
Q4 		$7K Hold
858
– – ﹤0.01% 426
2017
Q3 		$8K Hold
858
– – ﹤0.01% 422
2017
Q2 		$8K Hold
858
– – ﹤0.01% 429
2017
Q1 		$10K Buy
+858
New +$9.44K ﹤0.01% 424

Other funds holding FPI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Baldwin Wealth Partners's FPI Position: Q2 2018 in Review

Baldwin Wealth Partners sold out of Farmland Partners (FPI) in Q2 2018, closing a stake of 858 shares — an estimated $7K sold.

Baldwin Wealth Partners first reported a position in FPI in Q1 2017 and held it in 5 quarters. The position peaked at $10K in Q1 2017. 112 funds tracked by Wall St. Rank hold FPI as of Q2 2018.

  • Baldwin Wealth Partners reported no remaining Farmland Partners position as of Q2 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 858 Farmland Partners shares in Q2 2018, an estimated $7K.
  • Baldwin Wealth Partners first reported a position in Farmland Partners in Q1 2017 and held it in 5 quarters.
  • Baldwin Wealth Partners's Farmland Partners position peaked at $10K in Q1 2017.
  • 112 funds tracked by Wall St. Rank held Farmland Partners as of Q2 2018.

Based on Baldwin Wealth Partners's 13F filing for Q2 2018, filed 24 Jul 2018.