Baystate Wealth Management’s TRX Gold Corp TRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-2,500	Closed	-$1K	–	702
2018 Q1	$1K	Hold	2,500	–	–	﹤0.01%	624
2017 Q4	$1K	Hold	2,500	–	–	﹤0.01%	617
2017 Q3	$1K	Hold	2,500	–	–	﹤0.01%	595
2017 Q2	$1K	Hold	2,500	–	–	﹤0.01%	627
2017 Q1	$1K	Hold	2,500	–	–	﹤0.01%	592
2016 Q4	$1K	Buy	+2,500	New	+$1.45K	﹤0.01%	421
2014 Q4	–	Sell	-22,500	Closed	-$47K	–	56
2014 Q3	$47K	Sell	22,500 -6,800	-23%	-$15.5K	0.02%	53
2014 Q2	$66K	Hold	29,300	–	–	0.02%	51
2014 Q1	$70K	Buy	29,300 +29,007	+9,900%	+$63.8K	0.03%	48
2013 Q4	$51K	Buy	+293	New	+$617	0.02%	40
2013 Q3	–	Sell	-29,300	Closed	-$79K	–	216
2013 Q2	$79K	Buy	+29,300	New	+$85.2K	0.04%	69

Other funds holding TRX

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

Baystate Wealth Management's TRX Position: Q2 2018 in Review

Baystate Wealth Management sold out of TRX Gold Corp (TRX) in Q2 2018, closing a stake of 2,500 shares — an estimated $1K sold.

Baystate Wealth Management first reported a position in TRX in Q2 2013 and held it in 11 quarters. The position peaked at $79K in Q2 2013. 22 funds tracked by Wall St. Rank hold TRX as of Q2 2018.

Baystate Wealth Management reported no remaining TRX Gold Corp position as of Q2 2018 after selling out during the quarter.
Baystate Wealth Management sold 2,500 TRX Gold Corp shares in Q2 2018, an estimated $1K.
Baystate Wealth Management first reported a position in TRX Gold Corp in Q2 2013 and held it in 11 quarters.
Baystate Wealth Management's TRX Gold Corp position peaked at $79K in Q2 2013.
22 funds tracked by Wall St. Rank held TRX Gold Corp as of Q2 2018.

Based on Baystate Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.