BWM
CPI

Baystate Wealth Management’s CPI Inflation Hedged ETF CPI Stock Holding History

Baystate Wealth Management’s Portfolio CPI Stock Details CPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-317
Closed -$8K – 291
2013
Q2 		$8K Buy
+317
New +$8.32K ﹤0.01% 206

Other funds holding CPI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baystate Wealth Management's CPI Position: Q3 2013 in Review

Baystate Wealth Management sold out of CPI Inflation Hedged ETF (CPI) in Q3 2013, closing a stake of 317 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in CPI in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 9 funds tracked by Wall St. Rank hold CPI as of Q3 2013.

  • Baystate Wealth Management reported no remaining CPI Inflation Hedged ETF position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 317 CPI Inflation Hedged ETF shares in Q3 2013, an estimated $8K.
  • Baystate Wealth Management first reported a position in CPI Inflation Hedged ETF in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's CPI Inflation Hedged ETF position peaked at $8K in Q2 2013.
  • 9 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.