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Baystate Wealth Management’s VanEck Retail ETF RTH Stock Holding History

Baystate Wealth Management’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-50
Closed -$5K – 727
2020
Q1 		$5K Buy
+50
New +$5.83K ﹤0.01% 437

Other funds holding RTH

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Baystate Wealth Management's RTH Position: Q2 2020 in Review

Baystate Wealth Management sold out of VanEck Retail ETF (RTH) in Q2 2020, closing a stake of 50 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in RTH in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 34 funds tracked by Wall St. Rank hold RTH as of Q2 2020.

  • Baystate Wealth Management reported no remaining VanEck Retail ETF position as of Q2 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 50 VanEck Retail ETF shares in Q2 2020, an estimated $5K.
  • Baystate Wealth Management first reported a position in VanEck Retail ETF in Q1 2020 and held it in 1 quarter.
  • Baystate Wealth Management's VanEck Retail ETF position peaked at $5K in Q1 2020.
  • 34 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2020.

Based on Baystate Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.