Baldwin Wealth Partners’s Superior Energy Services, Inc. SPN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-48	Closed	-$9K	–	594
2016 Q2	$9K	Buy	+48	New	+$7.84K	﹤0.01%	409
2015 Q4	–	Sell	-13,885	Closed	-$1.75M	–	259
2015 Q3	$1.75M	Buy	13,885 +4,862	+54%	+$794K	0.3%	77
2015 Q2	$1.9M	Buy	+9,023	New	+$2.11M	0.28%	79
2014 Q4	–	Sell	-3,086	Closed	-$1.01M	–	277
2014 Q3	$1.01M	Buy	3,086 +200	+7%	+$69.3K	0.14%	140
2014 Q2	$1.04M	Buy	+2,886	New	+$956K	0.15%	128

Other funds holding SPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Baldwin Wealth Partners's SPN Position: Q3 2016 in Review

Baldwin Wealth Partners sold out of Superior Energy Services, Inc. (SPN) in Q3 2016, closing a stake of 48 shares — an estimated $9K sold.

Baldwin Wealth Partners first reported a position in SPN in Q2 2014 and held it in 5 quarters. The position peaked at $1.9M in Q2 2015. 280 funds tracked by Wall St. Rank hold SPN as of Q3 2016.

Baldwin Wealth Partners reported no remaining Superior Energy Services, Inc. position as of Q3 2016 after selling out during the quarter.
Baldwin Wealth Partners sold 48 Superior Energy Services, Inc. shares in Q3 2016, an estimated $9K.
Baldwin Wealth Partners first reported a position in Superior Energy Services, Inc. in Q2 2014 and held it in 5 quarters.
Baldwin Wealth Partners's Superior Energy Services, Inc. position peaked at $1.9M in Q2 2015.
280 funds tracked by Wall St. Rank held Superior Energy Services, Inc. as of Q3 2016.

Based on Baldwin Wealth Partners's 13F filing for Q3 2016, filed 8 Nov 2016.