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Baldwin Wealth Partners’s Home BancShares HOMB Stock Holding History

Baldwin Wealth Partners’s Portfolio HOMB Stock Details HOMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-536
Closed -$15K – 514
2016
Q4 		$15K Hold
536
– – ﹤0.01% 394
2016
Q3 		$11K Buy
+536
New +$11.5K ﹤0.01% 442

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T. Rowe Price Associates
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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Home BancShares (HOMB) in Q1 2017, closing a stake of 536 shares — an estimated $15K sold.

Baldwin Wealth Partners first reported a position in HOMB in Q3 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 210 funds tracked by Wall St. Rank hold HOMB as of Q1 2017.

  • Baldwin Wealth Partners reported no remaining Home BancShares position as of Q1 2017 after selling out during the quarter.
  • Baldwin Wealth Partners sold 536 Home BancShares shares in Q1 2017, an estimated $15K.
  • Baldwin Wealth Partners first reported a position in Home BancShares in Q3 2016 and held it in 2 quarters.
  • Baldwin Wealth Partners's Home BancShares position peaked at $15K in Q4 2016.
  • 210 funds tracked by Wall St. Rank held Home BancShares as of Q1 2017.

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