BWM
AWH

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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return