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Baystate Wealth Management’s Invesco Dividend Achievers ETF PFM Stock Holding History

Baystate Wealth Management’s Portfolio PFM Stock Details PFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-133
Closed -$4K – 719
2020
Q2 		$4K Buy
+133
New +$3.64K ﹤0.01% 488

Other funds holding PFM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baystate Wealth Management's PFM Position: Q3 2020 in Review

Baystate Wealth Management sold out of Invesco Dividend Achievers ETF (PFM) in Q3 2020, closing a stake of 133 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in PFM in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 85 funds tracked by Wall St. Rank hold PFM as of Q3 2020.

  • Baystate Wealth Management reported no remaining Invesco Dividend Achievers ETF position as of Q3 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 133 Invesco Dividend Achievers ETF shares in Q3 2020, an estimated $4K.
  • Baystate Wealth Management first reported a position in Invesco Dividend Achievers ETF in Q2 2020 and held it in 1 quarter.
  • Baystate Wealth Management's Invesco Dividend Achievers ETF position peaked at $4K in Q2 2020.
  • 85 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.