BWM
SEP

Baystate Wealth Management’s Spectra Engy Parters Lp SEP Stock Holding History

Baystate Wealth Management’s Portfolio SEP Stock Details SEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-138
Closed -$5K – 737
2018
Q3 		$5K Hold
138
– – ﹤0.01% 445
2018
Q2 		$5K Buy
138
+3
+2% +$98 ﹤0.01% 462
2018
Q1 		$5K Hold
135
– – ﹤0.01% 437
2017
Q4 		$6K Hold
135
– – ﹤0.01% 426
2017
Q3 		$6K Hold
135
– – ﹤0.01% 401
2017
Q2 		$6K Buy
+135
New +$5.87K ﹤0.01% 403

Other funds holding SEP

CVSCT
C.V. Starr & Co Trust New York $19.4M AUM 28.57% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Baystate Wealth Management's SEP Position: Q4 2018 in Review

Baystate Wealth Management sold out of Spectra Engy Parters Lp (SEP) in Q4 2018, closing a stake of 138 shares — an estimated $5K sold.

Baystate Wealth Management first reported a position in SEP in Q2 2017 and held it in 6 quarters. The position peaked at $6K in Q4 2017. 3 funds tracked by Wall St. Rank hold SEP as of Q4 2018.

  • Baystate Wealth Management reported no remaining Spectra Engy Parters Lp position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 138 Spectra Engy Parters Lp shares in Q4 2018, an estimated $5K.
  • Baystate Wealth Management first reported a position in Spectra Engy Parters Lp in Q2 2017 and held it in 6 quarters.
  • Baystate Wealth Management's Spectra Engy Parters Lp position peaked at $6K in Q4 2017.
  • 3 funds tracked by Wall St. Rank held Spectra Engy Parters Lp as of Q4 2018.

Based on Baystate Wealth Management's 13F filing for Q4 2018, filed 24 Jan 2019.