BWM
NXRT

Baystate Wealth Management’s NexPoint Residential Trust NXRT Stock Holding History

Baystate Wealth Management’s Portfolio NXRT Stock Details NXRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-375
Closed -$11K – 697
2018
Q2 		$11K Buy
+375
New +$10.1K ﹤0.01% 365

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Renaissance Technologies
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Baystate Wealth Management's NXRT Position: Q3 2018 in Review

Baystate Wealth Management sold out of NexPoint Residential Trust (NXRT) in Q3 2018, closing a stake of 375 shares — an estimated $11K sold.

Baystate Wealth Management first reported a position in NXRT in Q2 2018 and held it in 1 quarter. The position peaked at $11K in Q2 2018. 139 funds tracked by Wall St. Rank hold NXRT as of Q3 2018.

  • Baystate Wealth Management reported no remaining NexPoint Residential Trust position as of Q3 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 375 NexPoint Residential Trust shares in Q3 2018, an estimated $11K.
  • Baystate Wealth Management first reported a position in NexPoint Residential Trust in Q2 2018 and held it in 1 quarter.
  • Baystate Wealth Management's NexPoint Residential Trust position peaked at $11K in Q2 2018.
  • 139 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2018.

Based on Baystate Wealth Management's 13F filing for Q3 2018, filed 16 Oct 2018.