BWM
IDE

Baystate Wealth Management’s Voya Infrastructure, Industrials and Materials Fund IDE Stock Holding History

Baystate Wealth Management’s Portfolio IDE Stock Details IDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-108
Closed -$1K – 684
2020
Q2 		$1K Buy
+108
New +$939 ﹤0.01% 603

Other funds holding IDE

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Baystate Wealth Management sold out of Voya Infrastructure, Industrials and Materials Fund (IDE) in Q3 2020, closing a stake of 108 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in IDE in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 42 funds tracked by Wall St. Rank hold IDE as of Q3 2020.

  • Baystate Wealth Management reported no remaining Voya Infrastructure, Industrials and Materials Fund position as of Q3 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 108 Voya Infrastructure, Industrials and Materials Fund shares in Q3 2020, an estimated $1K.
  • Baystate Wealth Management first reported a position in Voya Infrastructure, Industrials and Materials Fund in Q2 2020 and held it in 1 quarter.
  • Baystate Wealth Management's Voya Infrastructure, Industrials and Materials Fund position peaked at $1K in Q2 2020.
  • 42 funds tracked by Wall St. Rank held Voya Infrastructure, Industrials and Materials Fund as of Q3 2020.

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