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Baystate Wealth Management’s Chart Industries GTLS Stock Holding History

Baystate Wealth Management’s Portfolio GTLS Stock Details GTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-90
Closed -$8K – 100
2013
Q2 		$8K Buy
+90
New +$7.87K ﹤0.01% 198

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Vanguard Group
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AllianceBernstein
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KCM
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Wells Fargo
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BFA
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Baystate Wealth Management's GTLS Position: Q3 2013 in Review

Baystate Wealth Management sold out of Chart Industries (GTLS) in Q3 2013, closing a stake of 90 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in GTLS in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 253 funds tracked by Wall St. Rank hold GTLS as of Q3 2013.

  • Baystate Wealth Management reported no remaining Chart Industries position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 90 Chart Industries shares in Q3 2013, an estimated $8K.
  • Baystate Wealth Management first reported a position in Chart Industries in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's Chart Industries position peaked at $8K in Q2 2013.
  • 253 funds tracked by Wall St. Rank held Chart Industries as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.