BWM
CPN

Baystate Wealth Management’s Calpine Corporation CPN Stock Holding History

Baystate Wealth Management’s Portfolio CPN Stock Details CPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-80
Closed -$1K – 747
2017
Q4 		$1K Hold
80
– – ﹤0.01% 660
2017
Q3 		$1K Hold
80
– – ﹤0.01% 636
2017
Q2 		$1K Hold
80
– – ﹤0.01% 681
2017
Q1 		$1K Buy
+80
New +$918 ﹤0.01% 646

Other funds holding CPN

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Baystate Wealth Management's CPN Position: Q1 2018 in Review

Baystate Wealth Management sold out of Calpine Corporation (CPN) in Q1 2018, closing a stake of 80 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in CPN in Q1 2017 and held it in 4 quarters. The position peaked at $1K in Q4 2017. 1 fund tracked by Wall St. Rank holds CPN as of Q1 2018.

  • Baystate Wealth Management reported no remaining Calpine Corporation position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 80 Calpine Corporation shares in Q1 2018, an estimated $1K.
  • Baystate Wealth Management first reported a position in Calpine Corporation in Q1 2017 and held it in 4 quarters.
  • Baystate Wealth Management's Calpine Corporation position peaked at $1K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held Calpine Corporation as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.