BAYSTATE WEALTH MANAGEMENT LLC Information

200 CLARENDON STREET, BOSTON, Massachusetts, 02116, (617) 585-4545

Report Date: 12/31/2014

Position Statistics

Total Positions 60
New Positions 4
Increased Positions 20
Decreased Positions 30
Positions with Activity 50
Sold Out Positions 7
Total Mkt Value (in $ millions) 327

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods 0.45%
Conglomerates
Consumer Cyclical 1.02%
Consumer/Non-Cyclical
Energy 0.32%
Financial 90.38%
Healthcare 0.5%
Services 0.48%
Technology 0.66%
Transportation
Utilities

7 Sold Out Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CALIFORNIA RES CORP COM -7 Sold Out 0
ISHARES MSCI ACWI US ETF -1,194 Sold Out 0
ISHARES GLB SILV MIN ETF -181 Sold Out 0
MARKET VECTORS ETF TR JR GOLD MINERS E -175 Sold Out 0
TANZANIAN ROYALTY EXPL CORP COM -13 Sold Out 0
UNITED STS COMMODITY INDEX FD COMM IDX FND -9,846 Sold Out 0
VANGUARD INTL EQUITY INDEX FD ALLWRLD EX US -237 Sold Out 0


Latest News Headlines

View All
Create your free portfolio