BWM
INFA

Baystate Wealth Management’s INFORMATICA CORP INFA Stock Holding History

Baystate Wealth Management’s Portfolio INFA Stock Details INFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-55
Closed -$2K – 268
2013
Q2 		$2K Buy
+55
New +$1.9K ﹤0.01% 278

Other funds holding INFA

JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Baystate Wealth Management sold out of INFORMATICA CORP (INFA) in Q3 2013, closing a stake of 55 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in INFA in Q2 2013 and held it in 1 quarter. The position peaked at $2K in Q2 2013. 265 funds tracked by Wall St. Rank hold INFA as of Q3 2013.

  • Baystate Wealth Management reported no remaining INFORMATICA CORP position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 55 INFORMATICA CORP shares in Q3 2013, an estimated $2K.
  • Baystate Wealth Management first reported a position in INFORMATICA CORP in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's INFORMATICA CORP position peaked at $2K in Q2 2013.
  • 265 funds tracked by Wall St. Rank held INFORMATICA CORP as of Q3 2013.

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