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Baystate Wealth Management’s Equus Total Return EQS Stock Holding History

Baystate Wealth Management’s Portfolio EQS Stock Details EQS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$1.45K Buy
+1,000
New +$1.47K ﹤0.01% 1115

Other funds holding EQS

FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baystate Wealth Management's EQS Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Equus Total Return (EQS) in Q4 2023: 1,000 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #1115 among its holdings.

9 funds tracked by Wall St. Rank hold EQS as of Q4 2023.

  • Baystate Wealth Management held 1,000 shares of Equus Total Return worth $1.45K as of Q4 2023.
  • Equus Total Return was a new Baystate Wealth Management position in Q4 2023.
  • Equus Total Return made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1115 holding.
  • 9 funds tracked by Wall St. Rank held Equus Total Return as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.