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Baystate Wealth Management’s Coeur Mining CDE Stock Holding History

Baystate Wealth Management’s Portfolio CDE Stock Details CDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-453
Closed -$2K – 685
2018
Q3 		$2K Hold
453
– – ﹤0.01% 514
2018
Q2 		$4K Hold
453
– – ﹤0.01% 466
2018
Q1 		$4K Buy
+453
New +$3.62K ﹤0.01% 441

Other funds holding CDE

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Baystate Wealth Management's CDE Position: Q4 2018 in Review

Baystate Wealth Management sold out of Coeur Mining (CDE) in Q4 2018, closing a stake of 453 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in CDE in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 180 funds tracked by Wall St. Rank hold CDE as of Q4 2018.

  • Baystate Wealth Management reported no remaining Coeur Mining position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 453 Coeur Mining shares in Q4 2018, an estimated $2K.
  • Baystate Wealth Management first reported a position in Coeur Mining in Q1 2018 and held it in 3 quarters.
  • Baystate Wealth Management's Coeur Mining position peaked at $4K in Q2 2018.
  • 180 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.