BWM
MCRO

Baystate Wealth Management’s IQ Hedge Macro Tracker MCRO Stock Holding History

Baystate Wealth Management’s Portfolio MCRO Stock Details MCRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-320
Closed -$8K – 280
2013
Q2 		$8K Buy
+320
New +$8.49K ﹤0.01% 204

Other funds holding MCRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Baystate Wealth Management sold out of IQ Hedge Macro Tracker (MCRO) in Q3 2013, closing a stake of 320 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in MCRO in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 13 funds tracked by Wall St. Rank hold MCRO as of Q3 2013.

  • Baystate Wealth Management reported no remaining IQ Hedge Macro Tracker position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 320 IQ Hedge Macro Tracker shares in Q3 2013, an estimated $8K.
  • Baystate Wealth Management first reported a position in IQ Hedge Macro Tracker in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's IQ Hedge Macro Tracker position peaked at $8K in Q2 2013.
  • 13 funds tracked by Wall St. Rank held IQ Hedge Macro Tracker as of Q3 2013.

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