Baystate Wealth Management’s Allied World Assurance Co Hld Lt AWH Stock Holding History

Baystate Wealth Management’s Portfolio AWH Stock Details AWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-66	Closed	-$3K	–	723
2017 Q2	$3K	Buy	66 +6	+10%	+$317	﹤0.01%	473
2017 Q1	$3K	Buy	+60	New	+$3.19K	﹤0.01%	444

Other funds holding AWH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Baystate Wealth Management sold out of Allied World Assurance Co Hld Lt (AWH) in Q3 2017, closing a stake of 66 shares — an estimated $3K sold.

Baystate Wealth Management first reported a position in AWH in Q1 2017 and held it in 2 quarters. The position peaked at $3K in Q2 2017. 1 fund tracked by Wall St. Rank holds AWH as of Q3 2017.

Baystate Wealth Management reported no remaining Allied World Assurance Co Hld Lt position as of Q3 2017 after selling out during the quarter.
Baystate Wealth Management sold 66 Allied World Assurance Co Hld Lt shares in Q3 2017, an estimated $3K.
Baystate Wealth Management first reported a position in Allied World Assurance Co Hld Lt in Q1 2017 and held it in 2 quarters.
Baystate Wealth Management's Allied World Assurance Co Hld Lt position peaked at $3K in Q2 2017.
1 fund tracked by Wall St. Rank held Allied World Assurance Co Hld Lt as of Q3 2017.

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