Baystate Wealth Management’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-560	Closed	-$29K	–	679
2017 Q3	$29K	Hold	560	–	–	﹤0.01%	240
2017 Q2	$29K	Hold	560	–	–	0.01%	234
2017 Q1	$29K	Hold	560	–	–	0.01%	231
2016 Q4	$29K	Buy	+560	New	+$29.4K	0.01%	196

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Baystate Wealth Management's LMBS Position: Q4 2017 in Review

Baystate Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2017, closing a stake of 560 shares — an estimated $29K sold.

Baystate Wealth Management first reported a position in LMBS in Q4 2016 and held it in 4 quarters. The position peaked at $29K in Q3 2017. 106 funds tracked by Wall St. Rank hold LMBS as of Q4 2017.

Baystate Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2017 after selling out during the quarter.
Baystate Wealth Management sold 560 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2017, an estimated $29K.
Baystate Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2016 and held it in 4 quarters.
Baystate Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $29K in Q3 2017.
106 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2017.

Based on Baystate Wealth Management's 13F filing for Q4 2017, filed 23 Jan 2018.