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Baystate Wealth Management LLC Buys iShares Russell Mid-Cap, SPDR S&P World ex-US, SPDR S&P Dividend, Sells iShares Russell 2000, AT&T Inc, Hubbell Inc

Boston, MA, based Investment company Baystate Wealth Management LLC buys iShares Russell Mid-Cap, SPDR S&P World ex-US, SPDR S&P Dividend, WisdomTree U.S. MidCap Dividend Fund, WisdomTree International LargeCap Dividend Fund, Facebook Inc, Apple Inc, iShares MSCI KLD 400 Social, Biogen Inc, The Toronto-Dominion Bank, sells iShares Russell 2000, AT&T Inc, Hubbell Inc, Wells Fargo, Vanguard Div Appreciation ETF - DNQ during the 3-months ended 2017-06-30, according to the most recent filings of the investment company, Baystate Wealth Management LLC. As of 2017-06-30, Baystate Wealth Management LLC owns 673 stocks with a total value of $492 million. These are the details of the buys and sells.

For the details of Baystate Wealth Management LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Baystate+Wealth+Management+LLC

These are the top 5 holdings of Baystate Wealth Management LLC
  1. SPDR S&P World ex-US (GWL) - 3,931,572 shares, 23.61% of the total portfolio. Shares added by 26.33%
  2. iShares Russell Mid-Cap (IWR) - 353,438 shares, 13.92% of the total portfolio. Shares added by 60.44%
  3. Powershares FTSE RAFI US 1000 Portfolio (PRF) - 463,309 shares, 9.82% of the total portfolio. Shares added by 4.60%
  4. Alerian MLP (AMLP) - 3,460,818 shares, 8.48% of the total portfolio. Shares added by 7.48%
  5. SPDR S&P International SmallCap (GWX) - 1,001,765 shares, 6.85% of the total portfolio. Shares added by 3.58%
New Purchase: SPDR S&P Dividend (SDY)

Baystate Wealth Management LLC initiated holdings in SPDR S&P Dividend. The purchase prices were between $86.77 and $90.78, with an estimated average price of $88.59. The stock is now traded at around $89.74. The impact to the portfolio due to this purchase was 0.59%. The holdings were 32,344 shares as of 2017-06-30.

New Purchase: The Toronto-Dominion Bank (TD)

Baystate Wealth Management LLC initiated holdings in The Toronto-Dominion Bank. The purchase prices were between $45.74 and $50.43, with an estimated average price of $48.22. The stock is now traded at around $51.81. The impact to the portfolio due to this purchase was 0.02%. The holdings were 2,372 shares as of 2017-06-30.

New Purchase: Cornerstone Strategic Value Fund Inc (CLM)

Baystate Wealth Management LLC initiated holdings in Cornerstone Strategic Value Fund Inc. The purchase prices were between $14.49 and $17.2, with an estimated average price of $16.3. The stock is now traded at around $14.69. The impact to the portfolio due to this purchase was 0.02%. The holdings were 6,332 shares as of 2017-06-30.

New Purchase: Universal Display Corp (OLED)

Baystate Wealth Management LLC initiated holdings in Universal Display Corp. The purchase prices were between $81 and $127.1, with an estimated average price of $104.92. The stock is now traded at around $124.30. The impact to the portfolio due to this purchase was 0.01%. The holdings were 275 shares as of 2017-06-30.

New Purchase: ONEOK Inc (OKE)

Baystate Wealth Management LLC initiated holdings in ONEOK Inc. The purchase prices were between $47.41 and $56.33, with an estimated average price of $51.79. The stock is now traded at around $54.39. The impact to the portfolio due to this purchase was 0.01%. The holdings were 599 shares as of 2017-06-30.

New Purchase: Bioverativ Inc (BIVV)

Baystate Wealth Management LLC initiated holdings in Bioverativ Inc. The purchase prices were between $51.9 and $62.57, with an estimated average price of $56.85. The stock is now traded at around $61.03. The impact to the portfolio due to this purchase was 0.01%. The holdings were 741 shares as of 2017-06-30.

Added: iShares Russell Mid-Cap (IWR)

Baystate Wealth Management LLC added to the holdings in iShares Russell Mid-Cap by 60.44%. The purchase prices were between $184.22 and $194.07, with an estimated average price of $189.58. The stock is now traded at around $194.87. The impact to the portfolio due to this purchase was 5.24%. The holdings were 353,438 shares as of 2017-06-30.

Added: SPDR S&P World ex-US (GWL)

Baystate Wealth Management LLC added to the holdings in SPDR S&P World ex-US by 26.33%. The purchase prices were between $27.46 and $29.77, with an estimated average price of $28.74. The stock is now traded at around $29.78. The impact to the portfolio due to this purchase was 4.92%. The holdings were 3,931,572 shares as of 2017-06-30.

Added: WisdomTree U.S. MidCap Dividend Fund (DON)

Baystate Wealth Management LLC added to the holdings in WisdomTree U.S. MidCap Dividend Fund by 67.83%. The purchase prices were between $94.94 and $98.91, with an estimated average price of $97.2. The stock is now traded at around $99.16. The impact to the portfolio due to this purchase was 0.37%. The holdings were 45,906 shares as of 2017-06-30.

Added: WisdomTree International LargeCap Dividend Fund (DOL)

Baystate Wealth Management LLC added to the holdings in WisdomTree International LargeCap Dividend Fund by 20.60%. The purchase prices were between $44.57 and $48.77, with an estimated average price of $47.06. The stock is now traded at around $48.25. The impact to the portfolio due to this purchase was 0.08%. The holdings were 112,311 shares as of 2017-06-30.

Added: Facebook Inc (FB)

Baystate Wealth Management LLC added to the holdings in Facebook Inc by 74.41%. The purchase prices were between $139.39 and $155.07, with an estimated average price of $148.54. The stock is now traded at around $164.14. The impact to the portfolio due to this purchase was 0.04%. The holdings were 3,183 shares as of 2017-06-30.

Added: Apple Inc (AAPL)

Baystate Wealth Management LLC added to the holdings in Apple Inc by 23.40%. The purchase prices were between $140.68 and $156.1, with an estimated average price of $147.76. The stock is now traded at around $151.02. The impact to the portfolio due to this purchase was 0.04%. The holdings were 10,395 shares as of 2017-06-30.

Sold Out: CatchMark Timber Trust Inc (CTT)

Baystate Wealth Management LLC sold out the holdings in CatchMark Timber Trust Inc. The sale prices were between $11.24 and $11.94, with an estimated average price of $11.59.

Sold Out: People's United Financial Inc (PBCT)

Baystate Wealth Management LLC sold out the holdings in People's United Financial Inc. The sale prices were between $16.57 and $18.2, with an estimated average price of $17.39.

Sold Out: ONEOK Partners LP (OKS)

Baystate Wealth Management LLC sold out the holdings in ONEOK Partners LP. The sale prices were between $46.5 and $54.99, with an estimated average price of $50.72.

Sold Out: iShares iBoxx $ High Yield Corporate Bond (HYG)

Baystate Wealth Management LLC sold out the holdings in iShares iBoxx $ High Yield Corporate Bond. The sale prices were between $87.22 and $88.66, with an estimated average price of $88.02.

Sold Out: Liberty Formula One Group (FWONA)

Baystate Wealth Management LLC sold out the holdings in Liberty Formula One Group. The sale prices were between $30.17 and $35.38, with an estimated average price of $32.85.

Sold Out: BT Group PLC (BT)

Baystate Wealth Management LLC sold out the holdings in BT Group PLC. The sale prices were between $18.15 and $20.71, with an estimated average price of $19.73.



Here is the complete portfolio of Baystate Wealth Management LLC. Also check out:

1. Baystate Wealth Management LLC's Undervalued Stocks
2. Baystate Wealth Management LLC's Top Growth Companies, and
3. Baystate Wealth Management LLC's High Yield stocks
4. Stocks that Baystate Wealth Management LLC keeps buying

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