BWP
SN

Baldwin Wealth Partners’s Sanchez Energy Corporation SN Stock Holding History

Baldwin Wealth Partners’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-115
Closed – – 539
2018
Q4 		$0 Hold
115
– – ﹤0.01% 555
2018
Q3 		$0 Hold
115
– – ﹤0.01% 552
2018
Q2 		$1K Hold
115
– – ﹤0.01% 505
2018
Q1 		$0 Hold
115
– – ﹤0.01% 527
2017
Q4 		$1K Hold
115
– – ﹤0.01% 466
2017
Q3 		$1K Hold
115
– – ﹤0.01% 474
2017
Q2 		$1K Hold
115
– – ﹤0.01% 467
2017
Q1 		$1K Hold
115
– – ﹤0.01% 487
2016
Q4 		$1K Hold
115
– – ﹤0.01% 507
2016
Q3 		$1K Hold
115
– – ﹤0.01% 527
2016
Q2 		$1K Hold
115
– – ﹤0.01% 452
2016
Q1 		$1K Buy
+115
New +$445 ﹤0.01% 485

Other funds holding SN

California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
SCM
Stonebridge Capital Management Los Angeles, California $208M AUM
SCA
Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Baldwin Wealth Partners's SN Position: Q1 2019 in Review

Baldwin Wealth Partners sold out of Sanchez Energy Corporation (SN) in Q1 2019, closing a stake of 115 shares.

Baldwin Wealth Partners first reported a position in SN in Q1 2016 and held it in 12 quarters. The position peaked at $1K in Q2 2018. 9 funds tracked by Wall St. Rank hold SN as of Q1 2019.

  • Baldwin Wealth Partners reported no remaining Sanchez Energy Corporation position as of Q1 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 115 Sanchez Energy Corporation shares in Q1 2019.
  • Baldwin Wealth Partners first reported a position in Sanchez Energy Corporation in Q1 2016 and held it in 12 quarters.
  • Baldwin Wealth Partners's Sanchez Energy Corporation position peaked at $1K in Q2 2018.
  • 9 funds tracked by Wall St. Rank held Sanchez Energy Corporation as of Q1 2019.

Based on Baldwin Wealth Partners's 13F filing for Q1 2019, filed 24 Apr 2019.