BWM
ALR

Baystate Wealth Management’s Alere Inc ALR Stock Holding History

Baystate Wealth Management’s Portfolio ALR Stock Details ALR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-20
Closed -$1K – 716
2017
Q2 		$1K Hold
20
– – ﹤0.01% 685
2017
Q1 		$1K Buy
+20
New +$780 ﹤0.01% 650

Other funds holding ALR

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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Baystate Wealth Management sold out of Alere Inc (ALR) in Q3 2017, closing a stake of 20 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in ALR in Q1 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 178 funds tracked by Wall St. Rank hold ALR as of Q3 2017.

  • Baystate Wealth Management reported no remaining Alere Inc position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 20 Alere Inc shares in Q3 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in Alere Inc in Q1 2017 and held it in 2 quarters.
  • Baystate Wealth Management's Alere Inc position peaked at $1K in Q2 2017.
  • 178 funds tracked by Wall St. Rank held Alere Inc as of Q3 2017.

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