Baystate Wealth Management’s Navios Maritime Holdings Inc. NM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,419	Closed	-$8K	–	727
2018 Q3	$8K	Hold	1,419	–	–	﹤0.01%	401
2018 Q2	$12K	Hold	1,419	–	–	﹤0.01%	353
2018 Q1	$12K	Buy	1,419 +819	+137%	+$10.1K	﹤0.01%	342
2017 Q4	$83K	Sell	600 -5,400	-90%	-$82.3K	0.01%	149
2017 Q3	$101K	Buy	+6,000	New	+$84.9K	0.02%	120

Other funds holding NM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baystate Wealth Management's NM Position: Q4 2018 in Review

Baystate Wealth Management sold out of Navios Maritime Holdings Inc. (NM) in Q4 2018, closing a stake of 1,419 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in NM in Q3 2017 and held it in 5 quarters. The position peaked at $101K in Q3 2017. 38 funds tracked by Wall St. Rank hold NM as of Q4 2018.

Baystate Wealth Management reported no remaining Navios Maritime Holdings Inc. position as of Q4 2018 after selling out during the quarter.
Baystate Wealth Management sold 1,419 Navios Maritime Holdings Inc. shares in Q4 2018, an estimated $8K.
Baystate Wealth Management first reported a position in Navios Maritime Holdings Inc. in Q3 2017 and held it in 5 quarters.
Baystate Wealth Management's Navios Maritime Holdings Inc. position peaked at $101K in Q3 2017.
38 funds tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.