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Baldwin Wealth Partners’s CVR Partners UAN Stock Holding History

Baldwin Wealth Partners’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-11,664
Closed -$2.06M – 256
2013
Q3 		$2.06M Sell
11,664
-3,351
-22% -$679K 0.38% 68
2013
Q2 		$3.41M Buy
+15,015
New +$3.69M 0.68% 47

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Baldwin Wealth Partners's UAN Position: Q4 2013 in Review

Baldwin Wealth Partners sold out of CVR Partners (UAN) in Q4 2013, closing a stake of 11,664 shares — an estimated $2.06M sold.

Baldwin Wealth Partners first reported a position in UAN in Q2 2013 and held it in 2 quarters. The position peaked at $3.41M in Q2 2013. 82 funds tracked by Wall St. Rank hold UAN as of Q4 2013.

  • Baldwin Wealth Partners reported no remaining CVR Partners position as of Q4 2013 after selling out during the quarter.
  • Baldwin Wealth Partners sold 11,664 CVR Partners shares in Q4 2013, an estimated $2.06M.
  • Baldwin Wealth Partners first reported a position in CVR Partners in Q2 2013 and held it in 2 quarters.
  • Baldwin Wealth Partners's CVR Partners position peaked at $3.41M in Q2 2013.
  • 82 funds tracked by Wall St. Rank held CVR Partners as of Q4 2013.

Based on Baldwin Wealth Partners's 13F filing for Q4 2013, filed 12 Feb 2014.