Baystate Wealth Management’s Everest Group EG Stock Holding History

Baystate Wealth Management’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2	Closed	-$1K	–	651
2019 Q1	$1K	Buy	+2	New	+$435	﹤0.01%	563

Other funds holding EG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's EG Position: Q2 2019 in Review

Baystate Wealth Management sold out of Everest Group (EG) in Q2 2019, closing a stake of 2 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in EG in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 443 funds tracked by Wall St. Rank hold EG as of Q2 2019.

Baystate Wealth Management reported no remaining Everest Group position as of Q2 2019 after selling out during the quarter.
Baystate Wealth Management sold 2 Everest Group shares in Q2 2019, an estimated $1K.
Baystate Wealth Management first reported a position in Everest Group in Q1 2019 and held it in 1 quarter.
Baystate Wealth Management's Everest Group position peaked at $1K in Q1 2019.
443 funds tracked by Wall St. Rank held Everest Group as of Q2 2019.

Based on Baystate Wealth Management's 13F filing for Q2 2019, filed 2 Jul 2019.