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Baystate Wealth Management’s General American Investors Company GAM Stock Holding History

Baystate Wealth Management’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-128
Closed -$4K – 681
2018
Q4 		$4K Buy
128
+8
+7% +$262 ﹤0.01% 451
2018
Q3 		$4K Hold
120
– – ﹤0.01% 454
2018
Q2 		$4K Hold
120
– – ﹤0.01% 473
2018
Q1 		$4K Hold
120
– – ﹤0.01% 443
2017
Q4 		$4K Hold
120
– – ﹤0.01% 444
2017
Q3 		$4K Hold
120
– – ﹤0.01% 433
2017
Q2 		$4K Hold
120
– – ﹤0.01% 433
2017
Q1 		$4K Hold
120
– – ﹤0.01% 401
2016
Q4 		$4K Buy
+120
New +$3.77K ﹤0.01% 367

Other funds holding GAM

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Baystate Wealth Management's GAM Position: Q1 2019 in Review

Baystate Wealth Management sold out of General American Investors Company (GAM) in Q1 2019, closing a stake of 128 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in GAM in Q4 2016 and held it in 9 quarters. The position peaked at $4K in Q4 2018. 83 funds tracked by Wall St. Rank hold GAM as of Q1 2019.

  • Baystate Wealth Management reported no remaining General American Investors Company position as of Q1 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 128 General American Investors Company shares in Q1 2019, an estimated $4K.
  • Baystate Wealth Management first reported a position in General American Investors Company in Q4 2016 and held it in 9 quarters.
  • Baystate Wealth Management's General American Investors Company position peaked at $4K in Q4 2018.
  • 83 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.