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Baystate Wealth Management’s Vista Gold VGZ Stock Holding History

Baystate Wealth Management’s Portfolio VGZ Stock Details VGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,500
Closed -$8K – 721
2018
Q3 		$8K Hold
15,500
– – ﹤0.01% 399
2018
Q2 		$10K Hold
15,500
– – ﹤0.01% 379
2018
Q1 		$11K Buy
+15,500
New +$12K ﹤0.01% 356

Other funds holding VGZ

SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $120M AUM
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DBIA
Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Baystate Wealth Management sold out of Vista Gold (VGZ) in Q4 2018, closing a stake of 15,500 shares — an estimated $8K sold.

Baystate Wealth Management first reported a position in VGZ in Q1 2018 and held it in 3 quarters. The position peaked at $11K in Q1 2018. 30 funds tracked by Wall St. Rank hold VGZ as of Q4 2018.

  • Baystate Wealth Management reported no remaining Vista Gold position as of Q4 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 15,500 Vista Gold shares in Q4 2018, an estimated $8K.
  • Baystate Wealth Management first reported a position in Vista Gold in Q1 2018 and held it in 3 quarters.
  • Baystate Wealth Management's Vista Gold position peaked at $11K in Q1 2018.
  • 30 funds tracked by Wall St. Rank held Vista Gold as of Q4 2018.

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