Baystate Wealth Management’s Safe Bulkers SB Stock Holding History

Baystate Wealth Management’s Portfolio SB Stock Details SB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,000	Closed	-$17K	–	668
2019 Q4	$17K	Hold	10,000	–	–	﹤0.01%	342
2019 Q3	$18K	Hold	10,000	–	–	﹤0.01%	301
2019 Q2	$17K	Hold	10,000	–	–	﹤0.01%	321
2019 Q1	$16K	Hold	10,000	–	–	﹤0.01%	331
2018 Q4	$20K	Hold	10,000	–	–	﹤0.01%	306
2018 Q3	$26K	Hold	10,000	–	–	﹤0.01%	276
2018 Q2	$35K	Hold	10,000	–	–	0.01%	229
2018 Q1	$32K	Hold	10,000	–	–	﹤0.01%	241
2017 Q4	$37K	Buy	10,000 +9,000	+900%	+$28.9K	0.01%	232
2017 Q3	$29K	Buy	+1,000	New	+$2.85K	﹤0.01%	242

Other funds holding SB

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Baystate Wealth Management's SB Position: Q1 2020 in Review

Baystate Wealth Management sold out of Safe Bulkers (SB) in Q1 2020, closing a stake of 10,000 shares — an estimated $17K sold.

Baystate Wealth Management first reported a position in SB in Q3 2017 and held it in 10 quarters. The position peaked at $37K in Q4 2017. 59 funds tracked by Wall St. Rank hold SB as of Q1 2020.

Baystate Wealth Management reported no remaining Safe Bulkers position as of Q1 2020 after selling out during the quarter.
Baystate Wealth Management sold 10,000 Safe Bulkers shares in Q1 2020, an estimated $17K.
Baystate Wealth Management first reported a position in Safe Bulkers in Q3 2017 and held it in 10 quarters.
Baystate Wealth Management's Safe Bulkers position peaked at $37K in Q4 2017.
59 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2020.

Based on Baystate Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.