Baldwin Wealth Partners’s SodaStream International Ltd SODA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-10,705	Closed	-$423K	–	552
2016 Q4	$423K	Buy	10,705 +4,440	+71%	+$143K	0.08%	133
2016 Q3	$166K	Buy	+6,265	New	+$165K	0.03%	190
2014 Q1	–	Sell	-84,791	Closed	-$4.21M	–	259
2013 Q4	$4.21M	Buy	84,791 +80,465	+1,860%	+$4.58M	0.68%	48
2013 Q3	$270K	Buy	4,326 +1,101	+34%	+$69.9K	0.05%	198
2013 Q2	$234K	Buy	+3,225	New	+$195K	0.05%	193

Other funds holding SODA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

BIM

Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of SodaStream International Ltd (SODA) in Q1 2017, closing a stake of 10,705 shares — an estimated $423K sold.

Baldwin Wealth Partners first reported a position in SODA in Q2 2013 and held it in 5 quarters. The position peaked at $4.21M in Q4 2013. 148 funds tracked by Wall St. Rank hold SODA as of Q1 2017.

Baldwin Wealth Partners reported no remaining SodaStream International Ltd position as of Q1 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 10,705 SodaStream International Ltd shares in Q1 2017, an estimated $423K.
Baldwin Wealth Partners first reported a position in SodaStream International Ltd in Q2 2013 and held it in 5 quarters.
Baldwin Wealth Partners's SodaStream International Ltd position peaked at $4.21M in Q4 2013.
148 funds tracked by Wall St. Rank held SodaStream International Ltd as of Q1 2017.

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