Baldwin Wealth Partners’s AdvisorShares Global Echo ETF GIVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-2,675	Closed	-$159K	–	592
2016 Q2	$159K	Sell	2,675 -1,777	-40%	-$106K	0.03%	175
2016 Q1	$263K	Buy	+4,452	New	+$256K	0.05%	184
2015 Q2	–	Sell	-5,025	Closed	-$318K	–	263
2015 Q1	$318K	Hold	5,025	–	–	0.05%	193
2014 Q4	$320K	Buy	5,025 +400	+9%	+$24.6K	0.05%	197
2014 Q3	$282K	Sell	4,625 -2,000	-30%	-$123K	0.04%	215
2014 Q2	$406K	Sell	6,625 -200	-3%	-$12K	0.06%	184
2014 Q1	$417K	Buy	6,825 +800	+13%	+$48.8K	0.07%	174
2013 Q4	$366K	Buy	6,025 +2,125	+54%	+$125K	0.06%	182
2013 Q3	$223K	Buy	+3,900	New	+$220K	0.04%	214

Other funds holding GIVE

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Baldwin Wealth Partners's GIVE Position: Q3 2016 in Review

Baldwin Wealth Partners sold out of AdvisorShares Global Echo ETF (GIVE) in Q3 2016, closing a stake of 2,675 shares — an estimated $159K sold.

Baldwin Wealth Partners first reported a position in GIVE in Q3 2013 and held it in 9 quarters. The position peaked at $417K in Q1 2014. 6 funds tracked by Wall St. Rank hold GIVE as of Q3 2016.

Baldwin Wealth Partners reported no remaining AdvisorShares Global Echo ETF position as of Q3 2016 after selling out during the quarter.
Baldwin Wealth Partners sold 2,675 AdvisorShares Global Echo ETF shares in Q3 2016, an estimated $159K.
Baldwin Wealth Partners first reported a position in AdvisorShares Global Echo ETF in Q3 2013 and held it in 9 quarters.
Baldwin Wealth Partners's AdvisorShares Global Echo ETF position peaked at $417K in Q1 2014.
6 funds tracked by Wall St. Rank held AdvisorShares Global Echo ETF as of Q3 2016.

Based on Baldwin Wealth Partners's 13F filing for Q3 2016, filed 8 Nov 2016.