KB
BWG

Kimelman & Baird’s BrandywineGLOBAL Global Income Opportunities Fund BWG Stock Holding History

Kimelman & Baird’s Portfolio BWG Stock Details BWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,405
Closed -$12.4K – 356
2024
Q3 		$12.4K Hold
1,405
– – ﹤0.01% 261
2024
Q2 		$11.6K Buy
+1,405
New +$11.6K ﹤0.01% 268

Other funds holding BWG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Kimelman & Baird's BWG Position: Q4 2024 in Review

Kimelman & Baird sold out of BrandywineGLOBAL Global Income Opportunities Fund (BWG) in Q4 2024, closing a stake of 1,405 shares — an estimated $12.4K sold.

Kimelman & Baird first reported a position in BWG in Q2 2024 and held it in 2 quarters. The position peaked at $12.4K in Q3 2024. 41 funds tracked by Wall St. Rank hold BWG as of Q4 2024.

  • Kimelman & Baird reported no remaining BrandywineGLOBAL Global Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Kimelman & Baird sold 1,405 BrandywineGLOBAL Global Income Opportunities Fund shares in Q4 2024, an estimated $12.4K.
  • Kimelman & Baird first reported a position in BrandywineGLOBAL Global Income Opportunities Fund in Q2 2024 and held it in 2 quarters.
  • Kimelman & Baird's BrandywineGLOBAL Global Income Opportunities Fund position peaked at $12.4K in Q3 2024.
  • 41 funds tracked by Wall St. Rank held BrandywineGLOBAL Global Income Opportunities Fund as of Q4 2024.

Based on Kimelman & Baird's 13F filing for Q4 2024, filed 10 Feb 2025.