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Baystate Wealth Management’s Eldorado Gold EGO Stock Holding History

Baystate Wealth Management’s Portfolio EGO Stock Details EGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-207
Closed -$1K – 691
2018
Q3 		$1K Hold
207
– – ﹤0.01% 584
2018
Q2 		$1K Hold
207
– – ﹤0.01% 602
2018
Q1 		$1K Buy
+207
New +$1.21K ﹤0.01% 560

Other funds holding EGO

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Baystate Wealth Management's EGO Position: Q4 2018 in Review

Baystate Wealth Management sold out of Eldorado Gold (EGO) in Q4 2018, closing a stake of 207 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in EGO in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 103 funds tracked by Wall St. Rank hold EGO as of Q4 2018.

  • Baystate Wealth Management reported no remaining Eldorado Gold position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 207 Eldorado Gold shares in Q4 2018, an estimated $1K.
  • Baystate Wealth Management first reported a position in Eldorado Gold in Q1 2018 and held it in 3 quarters.
  • Baystate Wealth Management's Eldorado Gold position peaked at $1K in Q3 2018.
  • 103 funds tracked by Wall St. Rank held Eldorado Gold as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.