BWM
PXMC

Baystate Wealth Management’s POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO PXMC Stock Holding History

Baystate Wealth Management’s Portfolio PXMC Stock Details PXMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-154
Closed -$5K – 287
2013
Q2 		$5K Buy
+154
New +$4.72K ﹤0.01% 233

Other funds holding PXMC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Baystate Wealth Management sold out of POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO (PXMC) in Q3 2013, closing a stake of 154 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in PXMC in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 12 funds tracked by Wall St. Rank hold PXMC as of Q3 2013.

  • Baystate Wealth Management reported no remaining POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 154 POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO shares in Q3 2013, an estimated $5K.
  • Baystate Wealth Management first reported a position in POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO position peaked at $5K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE MID CORE PORTFOLIO as of Q3 2013.

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