Baystate Wealth Management’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-300	Closed	-$9K	–	716
2018 Q1	$9K	Buy	+300	New	+$9K	﹤0.01%	372

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Baystate Wealth Management's PIV Position: Q2 2018 in Review

Baystate Wealth Management sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 300 shares — an estimated $9K sold.

Baystate Wealth Management first reported a position in PIV in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Baystate Wealth Management reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
Baystate Wealth Management sold 300 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $9K.
Baystate Wealth Management first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2018 and held it in 1 quarter.
Baystate Wealth Management's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $9K in Q1 2018.
3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Baystate Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.