BWM
NFX

Baystate Wealth Management’s Newfield Exploration NFX Stock Holding History

Baystate Wealth Management’s Portfolio NFX Stock Details NFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-20
Closed -$1K – 711
2017
Q2 		$1K Hold
20
– – ﹤0.01% 672
2017
Q1 		$1K Buy
+20
New +$778 ﹤0.01% 636

Other funds holding NFX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Baystate Wealth Management's NFX Position: Q3 2017 in Review

Baystate Wealth Management sold out of Newfield Exploration (NFX) in Q3 2017, closing a stake of 20 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in NFX in Q1 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 405 funds tracked by Wall St. Rank hold NFX as of Q3 2017.

  • Baystate Wealth Management reported no remaining Newfield Exploration position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 20 Newfield Exploration shares in Q3 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in Newfield Exploration in Q1 2017 and held it in 2 quarters.
  • Baystate Wealth Management's Newfield Exploration position peaked at $1K in Q2 2017.
  • 405 funds tracked by Wall St. Rank held Newfield Exploration as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.