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Baystate Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Baystate Wealth Management’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-2,328
Closed -$52K – 77
2013
Q2 		$52K Buy
+2,328
New +$50.2K 0.03% 101

Other funds holding EES

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EIA
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GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return

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

Baystate Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q3 2013, closing a stake of 2,328 shares — an estimated $52K sold.

Baystate Wealth Management first reported a position in EES in Q2 2013 and held it in 1 quarter. The position peaked at $52K in Q2 2013. 41 funds tracked by Wall St. Rank hold EES as of Q3 2013.

  • Baystate Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 2,328 WisdomTree US SmallCap Earnings Fund shares in Q3 2013, an estimated $52K.
  • Baystate Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $52K in Q2 2013.
  • 41 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2013.

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