BWM
DST

Baystate Wealth Management’s DST Systems Inc. DST Stock Holding History

Baystate Wealth Management’s Portfolio DST Stock Details DST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-318
Closed -$27K – 751
2017
Q4 		$27K Hold
318
– – ﹤0.01% 263
2017
Q3 		$18K Buy
+318
New +$17.4K ﹤0.01% 294

Other funds holding DST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Baystate Wealth Management sold out of DST Systems Inc. (DST) in Q1 2018, closing a stake of 318 shares — an estimated $27K sold.

Baystate Wealth Management first reported a position in DST in Q3 2017 and held it in 2 quarters. The position peaked at $27K in Q4 2017. 303 funds tracked by Wall St. Rank hold DST as of Q1 2018.

  • Baystate Wealth Management reported no remaining DST Systems Inc. position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 318 DST Systems Inc. shares in Q1 2018, an estimated $27K.
  • Baystate Wealth Management first reported a position in DST Systems Inc. in Q3 2017 and held it in 2 quarters.
  • Baystate Wealth Management's DST Systems Inc. position peaked at $27K in Q4 2017.
  • 303 funds tracked by Wall St. Rank held DST Systems Inc. as of Q1 2018.

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