BWM
RSO

Baystate Wealth Management’s Resource Capital Corp. RSO Stock Holding History

Baystate Wealth Management’s Portfolio RSO Stock Details RSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-902
Closed -$9K – 713
2017
Q2 		$9K Buy
+902
New +$8.68K ﹤0.01% 363

Other funds holding RSO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T
Tahithromos New York $71.9M AUM 0.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baystate Wealth Management sold out of Resource Capital Corp. (RSO) in Q3 2017, closing a stake of 902 shares — an estimated $9K sold.

Baystate Wealth Management first reported a position in RSO in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 84 funds tracked by Wall St. Rank hold RSO as of Q3 2017.

  • Baystate Wealth Management reported no remaining Resource Capital Corp. position as of Q3 2017 after selling out during the quarter.
  • Baystate Wealth Management sold 902 Resource Capital Corp. shares in Q3 2017, an estimated $9K.
  • Baystate Wealth Management first reported a position in Resource Capital Corp. in Q2 2017 and held it in 1 quarter.
  • Baystate Wealth Management's Resource Capital Corp. position peaked at $9K in Q2 2017.
  • 84 funds tracked by Wall St. Rank held Resource Capital Corp. as of Q3 2017.

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