BWM
PXSC

Baystate Wealth Management’s POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO PXSC Stock Holding History

Baystate Wealth Management’s Portfolio PXSC Stock Details PXSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-167
Closed -$5K – 289
2013
Q2 		$5K Buy
+167
New +$4.69K ﹤0.01% 234

Other funds holding PXSC

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Baystate Wealth Management sold out of POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO (PXSC) in Q3 2013, closing a stake of 167 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in PXSC in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 11 funds tracked by Wall St. Rank hold PXSC as of Q3 2013.

  • Baystate Wealth Management reported no remaining POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO position as of Q3 2013 after selling out during the quarter.
  • Baystate Wealth Management sold 167 POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO shares in Q3 2013, an estimated $5K.
  • Baystate Wealth Management first reported a position in POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO in Q2 2013 and held it in 1 quarter.
  • Baystate Wealth Management's POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO position peaked at $5K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held POWERSHARES FUNDAMENTAL PURE SMALL CORE PORTFOLIO as of Q3 2013.

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