BWM
PXLC

Baystate Wealth Management’s POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO PXLC Stock Holding History

Baystate Wealth Management’s Portfolio PXLC Stock Details PXLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-436
Closed -$14K – 288
2013
Q2 		$14K Buy
+436
New +$13.7K 0.01% 174

Other funds holding PXLC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Baystate Wealth Management's PXLC Position: Q3 2013 in Review

Baystate Wealth Management sold out of POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO (PXLC) in Q3 2013, closing a stake of 436 shares — an estimated $14K sold.

Baystate Wealth Management first reported a position in PXLC in Q2 2013 and held it in 1 quarter. The position peaked at $14K in Q2 2013. 11 funds tracked by Wall St. Rank hold PXLC as of Q3 2013.

  • Baystate Wealth Management reported no remaining POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 436 POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO shares in Q3 2013, an estimated $14K.
  • Baystate Wealth Management first reported a position in POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO position peaked at $14K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE LARGE CORE PORTFOLIO as of Q3 2013.

Based on Baystate Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.