BWM
AL

Baystate Wealth Management’s Air Lease Corp AL Stock Holding History

Baystate Wealth Management’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-30
Closed -$1K – 649
2017
Q2 		$1K Hold
30
– – ﹤0.01% 539
2017
Q1 		$1K Buy
+30
New +$1.13K ﹤0.01% 502

Other funds holding AL

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Baystate Wealth Management's AL Position: Q3 2017 in Review

Baystate Wealth Management sold out of Air Lease Corp (AL) in Q3 2017, closing a stake of 30 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in AL in Q1 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 248 funds tracked by Wall St. Rank hold AL as of Q3 2017.

  • Baystate Wealth Management reported no remaining Air Lease Corp position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 30 Air Lease Corp shares in Q3 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in Air Lease Corp in Q1 2017 and held it in 2 quarters.
  • Baystate Wealth Management's Air Lease Corp position peaked at $1K in Q2 2017.
  • 248 funds tracked by Wall St. Rank held Air Lease Corp as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.