Baldwin Wealth Partners’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,000	Closed	-$25K	–	500
2017 Q3	$25K	Hold	2,000	–	–	﹤0.01%	343
2017 Q2	$26K	Hold	2,000	–	–	﹤0.01%	355
2017 Q1	$26K	Hold	2,000	–	–	﹤0.01%	350
2016 Q4	$26K	Hold	2,000	–	–	﹤0.01%	350
2016 Q3	$27K	Hold	2,000	–	–	﹤0.01%	355
2016 Q2	$27K	Hold	2,000	–	–	0.01%	314
2016 Q1	$27K	Buy	+2,000	New	+$25.8K	﹤0.01%	344

Other funds holding SPFF

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Baldwin Wealth Partners's SPFF Position: Q4 2017 in Review

Baldwin Wealth Partners sold out of Global X SuperIncome Preferred ETF (SPFF) in Q4 2017, closing a stake of 2,000 shares — an estimated $25K sold.

Baldwin Wealth Partners first reported a position in SPFF in Q1 2016 and held it in 7 quarters. The position peaked at $27K in Q3 2016. 43 funds tracked by Wall St. Rank hold SPFF as of Q4 2017.

Baldwin Wealth Partners reported no remaining Global X SuperIncome Preferred ETF position as of Q4 2017 after selling out during the quarter.
Baldwin Wealth Partners sold 2,000 Global X SuperIncome Preferred ETF shares in Q4 2017, an estimated $25K.
Baldwin Wealth Partners first reported a position in Global X SuperIncome Preferred ETF in Q1 2016 and held it in 7 quarters.
Baldwin Wealth Partners's Global X SuperIncome Preferred ETF position peaked at $27K in Q3 2016.
43 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2017.

Based on Baldwin Wealth Partners's 13F filing for Q4 2017, filed 24 Jan 2018.