Baystate Wealth Management’s Highland Global Allocation Fund HGLB Stock Holding History

Baystate Wealth Management’s Portfolio HGLB Stock Details HGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$48.4K	Buy	+6,162	New	+$47.9K	﹤0.01%	391

Other funds holding HGLB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

ARC

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Highland Global Allocation Fund (HGLB) in Q4 2023: 6,162 shares worth $48.4K. The stake represents ﹤0.01% of the portfolio and ranks #391 among its holdings.

41 funds tracked by Wall St. Rank hold HGLB as of Q4 2023.

Baystate Wealth Management held 6,162 shares of Highland Global Allocation Fund worth $48.4K as of Q4 2023.
Highland Global Allocation Fund was a new Baystate Wealth Management position in Q4 2023.
Highland Global Allocation Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #391 holding.
41 funds tracked by Wall St. Rank held Highland Global Allocation Fund as of Q4 2023.

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