BAYSTATE WEALTH MANAGEMENT LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 58
New Positions 4
Increased Positions 30
Decreased Positions 14
Positions with Activity 44
Sold Out Positions 2
Total Mkt Value (in $ millions) 315

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 0.48%
Conglomerates
Consumer Cyclical 1.13%
Consumer/Non-Cyclical
Energy 0.39%
Financial 92.16%
Healthcare 0.61%
Services 0.53%
Technology 0.73%
Transportation
Utilities

2 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CATERPILLAR INC DEL COM -187 Sold Out 0
SPDR S&P 500 ETF TR TR UNIT -271 Sold Out 0


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