BWM
GEM icon

Baystate Wealth Management’s Goldman Sachs ActiveBeta Emerging Markets Equity ETF GEM Stock Holding History

Baystate Wealth Management’s Portfolio GEM Stock Details GEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-66
Closed -$2K – 671
2020
Q2 		$2K Buy
+66
New +$1.89K ﹤0.01% 545

Other funds holding GEM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Baystate Wealth Management's GEM Position: Q3 2020 in Review

Baystate Wealth Management sold out of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (GEM) in Q3 2020, closing a stake of 66 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in GEM in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 118 funds tracked by Wall St. Rank hold GEM as of Q3 2020.

  • Baystate Wealth Management reported no remaining Goldman Sachs ActiveBeta Emerging Markets Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 66 Goldman Sachs ActiveBeta Emerging Markets Equity ETF shares in Q3 2020, an estimated $2K.
  • Baystate Wealth Management first reported a position in Goldman Sachs ActiveBeta Emerging Markets Equity ETF in Q2 2020 and held it in 1 quarter.
  • Baystate Wealth Management's Goldman Sachs ActiveBeta Emerging Markets Equity ETF position peaked at $2K in Q2 2020.
  • 118 funds tracked by Wall St. Rank held Goldman Sachs ActiveBeta Emerging Markets Equity ETF as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.