BWM
QEP

Baystate Wealth Management’s QEP RESOURCES, INC. QEP Stock Holding History

Baystate Wealth Management’s Portfolio QEP Stock Details QEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-70
Closed -$1K – 699
2017
Q2 		$1K Hold
70
– – ﹤0.01% 655
2017
Q1 		$1K Buy
+70
New +$1.1K ﹤0.01% 619

Other funds holding QEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baystate Wealth Management's QEP Position: Q3 2017 in Review

Baystate Wealth Management sold out of QEP RESOURCES, INC. (QEP) in Q3 2017, closing a stake of 70 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in QEP in Q1 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 278 funds tracked by Wall St. Rank hold QEP as of Q3 2017.

  • Baystate Wealth Management reported no remaining QEP RESOURCES, INC. position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 70 QEP RESOURCES, INC. shares in Q3 2017, an estimated $1K.
  • Baystate Wealth Management first reported a position in QEP RESOURCES, INC. in Q1 2017 and held it in 2 quarters.
  • Baystate Wealth Management's QEP RESOURCES, INC. position peaked at $1K in Q2 2017.
  • 278 funds tracked by Wall St. Rank held QEP RESOURCES, INC. as of Q3 2017.

Based on Baystate Wealth Management's 13F filing for Q3 2017, filed 10 Oct 2017.