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Baldwin Wealth Partners’s Globus Medical GMED Stock Holding History

Baldwin Wealth Partners’s Portfolio GMED Stock Details GMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-379
Closed -$9K – 511
2016
Q4 		$9K Hold
379
– – ﹤0.01% 450
2016
Q3 		$9K Buy
+379
New +$8.91K ﹤0.01% 459

Other funds holding GMED

BlackRock
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Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Globus Medical (GMED) in Q1 2017, closing a stake of 379 shares — an estimated $9K sold.

Baldwin Wealth Partners first reported a position in GMED in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 243 funds tracked by Wall St. Rank hold GMED as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining Globus Medical position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 379 Globus Medical shares in Q1 2017, an estimated $9K.
  • Baldwin Wealth Partners first reported a position in Globus Medical in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's Globus Medical position peaked at $9K in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Globus Medical as of Q1 2017.

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