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Institutional Investment Manager
BALDWIN WEALTH PARTNERS LLC/MA
BALDWIN WEALTH PARTNERS LLC/MA (CIK: 0001021258) incorporated in Delaware, located at 204 Spring Street, Marion, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 501 holdings with a total value of $557,097,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 Energy XXI LTD 555 0 0.00%
2 NEW YORK TIMES CO 25 0 0.00%
3 GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 690 0 0.00%
4 CBS CORP NEW 3 0 0.00%
5 AEGON N V 2 0 0.00%
6 NCR CORP NEW 10 0 0.00%
7 MANCHESTER UTD PLC NEW ORD CL A 10 0 0.00%
8 ATLANTICUS HLDGS CORP 150 0 0.00%
9 TERADATA CORP DEL 10 0 0.00%
10 TELEFONICA BRASIL SA 9 0 0.00%
11 SAFEGUARD SCIENTIFICS INCORPORATED COM NEW 1 0 0.00%
12 ATLAS RESOURCES PARTNERS LP 500 0 0.00%
13 VIACOM INC NEW 3 0 0.00%
14 MFA FINANCIAL INC COM 100 1,000 0.00%
15 URBAN EDGE PPTYS COM 50 1,000 0.00%
16 SOUTHWESTERN ENERGY CO 100 1,000 0.00%
17 FORTRESS INVESTMENT GROUP LL 250 1,000 0.00%
18 MCDONALDS CORP 6 1,000 0.00%
19 CHEMOURS CO 140 1,000 0.00%
20 VALE S A 200 1,000 0.00%
21 L BRANDS INC 10 1,000 0.00%
22 SIRIUS XM HOLDINGS INC 300 1,000 0.00%
23 PJT PARTNERS INC 42 1,000 0.00%
24 SANCHEZ ENERGY CORP COM 115 1,000 0.00%
25 BEST BUY INC 16 1,000 0.00%
26 MICROSEMI CORP 15 1,000 0.00%
27 LEGACY RESVS LP 1,000 1,000 0.00%
28 REAL GOODS SOLAR INC 721 1,000 0.00%
29 ARCOS DORADOS HOLDINGS INC SHS CLASS -A - 200 1,000 0.00%
30 GENERAL MOLY INC 5,750 2,000 0.00%
31 REPROS THERAPEUTICS INC 1,750 2,000 0.00%
32 CBRE CLARION GLOBAL REAL EST 300 2,000 0.00%
33 PEARSON PLC 135 2,000 0.00%
34 POWERSHARES ETF TRUST 100 2,000 0.00%
35 POWERSHARES ETF WILDER HILL CLEAN ENERGY PORTFOLIO 400 2,000 0.00%
36 California Resources Corp 2,084 2,000 0.00%
37 NATURAL GROCERS VITAMIN CTGE 100 2,000 0.00%
38 Market Vector Junior 75 2,000 0.00%
39 K12 INC 235 2,000 0.00%
40 KNOWLES CORP COM 120 2,000 0.00%
41 PENTAIR PLC 32 2,000 0.00%
42 SEADRILL LIMITED 1,047 3,000 0.00%
43 LABORATORY CORP AMER HLDGS 25 3,000 0.00%
44 GLAXOSMITHKLINE PLC 75 3,000 0.00%
45 INTUITIVE SURGICAL INC 5 3,000 0.00%
46 HCP INC 100 3,000 0.00%
47 LEVEL 3 COMM 66 3,000 0.00%
48 CHIPOTLE MEXICAN GRILL INC 6 3,000 0.00%
49 TEXTAINER GROUP HOLDINGS LTD 200 3,000 0.00%
50 FRONTIER COMMUNICATIONS CORP 671 4,000 0.00%
Page 1 of 11

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-016774, filed 2016.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.