Baystate Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,023	Closed	-$59K	–	670
2019 Q4	$59K	Buy	5,023 +23	+0.5%	+$249	0.01%	211
2019 Q3	$50K	Hold	5,000	–	–	0.01%	203
2019 Q2	$48K	Hold	5,000	–	–	0.01%	215
2019 Q1	$40K	Hold	5,000	–	–	0.01%	239
2018 Q4	$52K	Hold	5,000	–	–	0.01%	198
2018 Q3	$69K	Hold	5,000	–	–	0.01%	161
2018 Q2	$65K	Hold	5,000	–	–	0.01%	165
2018 Q1	$63K	Hold	5,000	–	–	0.01%	169
2017 Q4	$60K	Hold	5,000	–	–	0.01%	183
2017 Q3	$49K	Buy	+5,000	New	+$52.1K	0.01%	189

Other funds holding SBLK

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $176M AUM 44.32% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EGA

Evermore Global Advisors Summit, New Jersey $26.3M AUM 7.42% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

ECP

Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return

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

Baystate Wealth Management sold out of Star Bulk Carriers (SBLK) in Q1 2020, closing a stake of 5,023 shares — an estimated $59K sold.

Baystate Wealth Management first reported a position in SBLK in Q3 2017 and held it in 10 quarters. The position peaked at $69K in Q3 2018. 64 funds tracked by Wall St. Rank hold SBLK as of Q1 2020.

Baystate Wealth Management reported no remaining Star Bulk Carriers position as of Q1 2020 after selling out during the quarter.
Baystate Wealth Management sold 5,023 Star Bulk Carriers shares in Q1 2020, an estimated $59K.
Baystate Wealth Management first reported a position in Star Bulk Carriers in Q3 2017 and held it in 10 quarters.
Baystate Wealth Management's Star Bulk Carriers position peaked at $69K in Q3 2018.
64 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2020.

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