BWM
MDD

Baystate Wealth Management’s SPDR S&P INTERNATIONAL MID CAP ETF MDD Stock Holding History

Baystate Wealth Management’s Portfolio MDD Stock Details MDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-266
Closed -$8K – 286
2013
Q2 		$8K Buy
+266
New +$8.23K ﹤0.01% 205

Other funds holding MDD

CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Baystate Wealth Management sold out of SPDR S&P INTERNATIONAL MID CAP ETF (MDD) in Q3 2013, closing a stake of 266 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in MDD in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 17 funds tracked by Wall St. Rank hold MDD as of Q3 2013.

  • Baystate Wealth Management reported no remaining SPDR S&P INTERNATIONAL MID CAP ETF position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 266 SPDR S&P INTERNATIONAL MID CAP ETF shares in Q3 2013, an estimated $8K.
  • Baystate Wealth Management first reported a position in SPDR S&P INTERNATIONAL MID CAP ETF in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's SPDR S&P INTERNATIONAL MID CAP ETF position peaked at $8K in Q2 2013.
  • 17 funds tracked by Wall St. Rank held SPDR S&P INTERNATIONAL MID CAP ETF as of Q3 2013.

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