Baldwin Wealth Partners’s Linear Technology Corp LLTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-500	Closed	-$31K	–	557
2016 Q4	$31K	Hold	500	–	–	0.01%	334
2016 Q3	$30K	Hold	500	–	–	0.01%	343
2016 Q2	$23K	Buy	500 +250	+100%	+$11.4K	﹤0.01%	328
2016 Q1	$11K	Buy	+250	New	+$10.6K	﹤0.01%	410

Other funds holding LLTC

FPF

FNY Partners Fund New York $185M AUM 32.58% 1-Year Est. Return

IIC

Ironwood Investment Counsel Scottsdale, Arizona $762M AUM 23.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of Linear Technology Corp (LLTC) in Q1 2017, closing a stake of 500 shares — an estimated $31K sold.

Baldwin Wealth Partners first reported a position in LLTC in Q1 2016 and held it in 4 quarters. The position peaked at $31K in Q4 2016. 5 funds tracked by Wall St. Rank hold LLTC as of Q1 2017.

Baldwin Wealth Partners reported no remaining Linear Technology Corp position as of Q1 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 500 Linear Technology Corp shares in Q1 2017, an estimated $31K.
Baldwin Wealth Partners first reported a position in Linear Technology Corp in Q1 2016 and held it in 4 quarters.
Baldwin Wealth Partners's Linear Technology Corp position peaked at $31K in Q4 2016.
5 funds tracked by Wall St. Rank held Linear Technology Corp as of Q1 2017.

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