Baystate Wealth Management’s InterContinental Hotels IHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,304	Closed	-$55K	–	689
2020 Q1	$55K	Hold	1,304	–	–	0.01%	187
2019 Q4	$90K	Hold	1,304	–	–	0.01%	174
2019 Q3	$81K	Hold	1,304	–	–	0.01%	170
2019 Q2	$89K	Hold	1,304	–	–	0.01%	163
2019 Q1	$85K	Buy	1,304 +65	+5%	+$3.86K	0.01%	160
2018 Q4	$75K	Sell	1,239 -65	-5%	-$3.74K	0.01%	163
2018 Q3	$78K	Hold	1,304	–	–	0.01%	147
2018 Q2	$88K	Hold	1,304	–	–	0.01%	136
2018 Q1	$85K	Hold	1,304	–	–	0.01%	135
2017 Q4	$94K	Hold	1,304	–	–	0.01%	141
2017 Q3	$74K	Hold	1,304	–	–	0.01%	151
2017 Q2	$77K	Sell	1,304 -1	-0.1%	-$58	0.01%	140
2017 Q1	$70K	Buy	+1,305	New	+$67.5K	0.01%	150

Other funds holding IHG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Baystate Wealth Management's IHG Position: Q2 2020 in Review

Baystate Wealth Management sold out of InterContinental Hotels (IHG) in Q2 2020, closing a stake of 1,304 shares — an estimated $55K sold.

Baystate Wealth Management first reported a position in IHG in Q1 2017 and held it in 13 quarters. The position peaked at $94K in Q4 2017. 104 funds tracked by Wall St. Rank hold IHG as of Q2 2020.

Baystate Wealth Management reported no remaining InterContinental Hotels position as of Q2 2020 after selling out during the quarter.
Baystate Wealth Management sold 1,304 InterContinental Hotels shares in Q2 2020, an estimated $55K.
Baystate Wealth Management first reported a position in InterContinental Hotels in Q1 2017 and held it in 13 quarters.
Baystate Wealth Management's InterContinental Hotels position peaked at $94K in Q4 2017.
104 funds tracked by Wall St. Rank held InterContinental Hotels as of Q2 2020.

Based on Baystate Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.