Baldwin Wealth Partners’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,023	Closed	-$8K	–	541
2020 Q1	$8K	Hold	1,023	–	–	﹤0.01%	439
2019 Q4	$12K	Hold	1,023	–	–	﹤0.01%	443
2019 Q3	$12K	Hold	1,023	–	–	﹤0.01%	440
2019 Q2	$13K	Hold	1,023	–	–	﹤0.01%	429
2019 Q1	$13K	Hold	1,023	–	–	﹤0.01%	432
2018 Q4	$11K	Hold	1,023	–	–	﹤0.01%	426
2018 Q3	$16K	Hold	1,023	–	–	﹤0.01%	426
2018 Q2	$16K	Hold	1,023	–	–	﹤0.01%	424
2018 Q1	$16K	Hold	1,023	–	–	﹤0.01%	407
2017 Q4	$17K	Hold	1,023	–	–	﹤0.01%	391
2017 Q3	$17K	Hold	1,023	–	–	﹤0.01%	384
2017 Q2	$16K	Hold	1,023	–	–	﹤0.01%	395
2017 Q1	$15K	Hold	1,023	–	–	﹤0.01%	391
2016 Q4	$13K	Hold	1,023	–	–	﹤0.01%	411
2016 Q3	$14K	Hold	1,023	–	–	﹤0.01%	418
2016 Q2	$13K	Hold	1,023	–	–	﹤0.01%	373
2016 Q1	$13K	Buy	+1,023	New	+$11.9K	﹤0.01%	396

Other funds holding IDE

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Baldwin Wealth Partners's IDE Position: Q2 2020 in Review

Baldwin Wealth Partners sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q2 2020, closing a stake of 1,023 shares — an estimated $8K sold.

Baldwin Wealth Partners first reported a position in IDE in Q1 2016 and held it in 17 quarters. The position peaked at $17K in Q4 2017. 45 funds tracked by Wall St. Rank hold IDE as of Q2 2020.

Baldwin Wealth Partners reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q2 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 1,023 Voya Infrastructure, Industrials and Materials Fund shares in Q2 2020, an estimated $8K.
Baldwin Wealth Partners first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q1 2016 and held it in 17 quarters.
Baldwin Wealth Partners's Voya Infrastructure, Industrials and Materials Fund position peaked at $17K in Q4 2017.
45 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q2 2020.

Based on Baldwin Wealth Partners's 13F filing for Q2 2020, filed 21 Jul 2020.