Baystate Wealth Management’s Morgan Stanley Emerging Mkts Fd MSF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-402	Closed	-$7K	–	721
2018 Q4	$7K	Buy	402 +3	+0.8%	+$49	﹤0.01%	420
2018 Q3	$6K	Hold	399	–	–	﹤0.01%	433
2018 Q2	$6K	Hold	399	–	–	﹤0.01%	442
2018 Q1	$7K	Hold	399	–	–	﹤0.01%	393
2017 Q4	$8K	Hold	399	–	–	﹤0.01%	390
2017 Q3	$7K	Hold	399	–	–	﹤0.01%	383
2017 Q2	$8K	Hold	399	–	–	﹤0.01%	377
2017 Q1	$6K	Buy	399 +2	+0.5%	+$28	﹤0.01%	382
2016 Q4	$5K	Buy	+397	New	+$5.45K	﹤0.01%	361

Other funds holding MSF

RFA

Reilly Financial Advisors La Mesa, California $1.35B AUM 22.65% 1-Year Est. Return

Baystate Wealth Management's MSF Position: Q1 2019 in Review

Baystate Wealth Management sold out of Morgan Stanley Emerging Mkts Fd (MSF) in Q1 2019, closing a stake of 402 shares — an estimated $7K sold.

Baystate Wealth Management first reported a position in MSF in Q4 2016 and held it in 9 quarters. The position peaked at $8K in Q4 2017. 1 fund tracked by Wall St. Rank holds MSF as of Q1 2019.

Baystate Wealth Management reported no remaining Morgan Stanley Emerging Mkts Fd position as of Q1 2019 after selling out during the quarter.
Baystate Wealth Management sold 402 Morgan Stanley Emerging Mkts Fd shares in Q1 2019, an estimated $7K.
Baystate Wealth Management first reported a position in Morgan Stanley Emerging Mkts Fd in Q4 2016 and held it in 9 quarters.
Baystate Wealth Management's Morgan Stanley Emerging Mkts Fd position peaked at $8K in Q4 2017.
1 fund tracked by Wall St. Rank held Morgan Stanley Emerging Mkts Fd as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.