Baystate Wealth Management LLC Buys SPDR Portfolio Short Term Corporate Bond, SPDR Bloomberg Barclays 1-3 Month T-Bill, iShares 1-3 Year Treasury Bond ETF, Sells IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, JPMorgan Chase Capital XVI JP Morgan Alerian M

Boston, MA, based Investment company Baystate Wealth Management LLC buys SPDR Portfolio Short Term Corporate Bond, SPDR Bloomberg Barclays 1-3 Month T-Bill, iShares 1-3 Year Treasury Bond ETF, iShares MSCI KLD 400 Social, Deere, iShares Short-Term Corporate Bond ETF, iShares MSCI EAFE Small-Cap ETF, iShares Core S&P Mid-Cap, iShares MSCI EAFE, iShares Short Treasury Bond ETF, Cigna Corp, Aflac Inc, iShares Core MSCI Emerging Markets, Linde PLC, Church & Dwight Co Inc, Dell Technologies Inc, CSX Corp, iShares Core S&P Small-Cap, Spirit AeroSystems Holdings Inc, T-Mobile US Inc, State Street Corporation, Delta Air Lines Inc, Discover Financial Services, VMware Inc, The Western Union Co, Hanesbrands Inc, Xilinx Inc, Westinghouse Air Brake Technologies Corp, W.P. Carey Inc, VeriSign Inc, Toll Brothers Inc, Texas Instruments Inc, TJX Inc, Kosmos Energy, Office Properties Income Trust, Invesco Emerging Markets Sovereign Debt, iShares National Muni Bond, iShares MSCI China ETF, iShares Core S&P U.S. Value ETF, iShares North American Natural Resources, iShares MSCI Pacific Ex-Japan Index Fund, Resideo Technologies Inc, Livent Corp, Garrett Motion Inc, Innovative Industrial Properties Inc, The Kraft Heinz Co, Aurora Cannabis Inc, IQVIA Holdings Inc, Zoetis Inc, Millendo Therapeutics Inc, Ladder Capital Corp, The AES Corp, Dick's Sporting Goods Inc, Eaton Vance Corp, Ecolab Inc, Eli Lilly and Co, Everest Re Group, Exelon Corp, F5 Networks Inc, Fastenal Co, FirstEnergy Corp, DTE Energy Co, Carnival Corp, Prologis Inc, Alaska Air Group Inc, Ameriprise Financial Inc, Amgen Inc, Aon PLC, Applied Materials Inc, Arqule Inc, AutoZone Inc, Cadence Design Systems Inc, Goldman Sachs Group Inc, HP Inc, Illumina Inc, NVIDIA Corp, Newmont Goldcorp Corp, Nokia Oyj, O'Reilly Automotive Inc, OGE Energy Corp, Oshkosh Corp, PG&E Corp, Progressive Corp, Public Storage, NRG Energy Inc, NCR Corp, Iron Mountain Inc, Juniper Networks Inc, Kimberly-Clark Corp, Kohl's Corp, Lam Research Corp, Lennox International Inc, MDU Resources Group Inc, S&P Global Inc, Mettler-Toledo International Inc, The Travelers Inc, sells IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, iShares Core Dividend Growth, iShares Select Dividend ETF, SPDR Gold Trust, iShares S&P 500 Value, iShares S&P 500 Growth, Cigna Corp, SPDR Bloomberg Barclays Investment Grade Floating , SPDR Select Sector Fund - Technology, Citigroup Inc, ProShares UltraShort Lehman 20 Year Treasury, SPDR Select Sector Fund - Energy Select Sector, Fox Corp, Vanguard Energy, Broadridge Financial Solutions Inc, Alibaba Group Holding, Tapestry Inc, ShotSpotter Inc, CDK Global Inc, WisdomTree Japan Hedged Equity Fund, Direxion Daily Real Estate Bull 3x Shares, Micron Technology Inc, iPath Bloomberg Commodity Index Total Return ETN, iShares MSCI EAFE Value, Schwab Fundamental U.S. Small Company Index, SPDR S&P Regional Banking, Morgan Stanley Emerging Markets Fund Inc, iShares iBoxx $ High Yield Corporate Bond, iShares Europe, Vanguard Financials, Vanguard Short-Term Corporate Bond ETF, iShares Edge MSCI Min Vol USA, Global X Uranium, Schwab US Aggregate Bond, Schwab Intermediate-Term U.S. Treasury, Schwab U.S. Large-Cap Growth, Schwab International Equity, SPDR DJ Wilshire Global Real Estate, Invesco S&P 500 Equal Weight, Invesco Preferred, Schwab International Small-Cap Equity, iShares Russell 2000 Growth, Vanguard S&P 500, Pimco Investment Grade Corporate Bond Index Exchan, Invesco Taxable Municipal Bond, Prudential PLC, Eversource Energy, Fox Corp, Netflix Inc, Mylan NV, Lincoln National Corp, Halliburton Co, Goldcorp Inc, Eaton Corp PLC, Discovery Inc, Bausch Health Inc, Agnico Eagle Mines, Advanced Micro Devices Inc, Advance Auto Parts Inc, The Scotts Miracle Gro Co, Axon Enterprise Inc, Unilever PLC, Millendo Therapeutics Inc, Gilead Sciences Inc, FS KKR Capital Corp, Twitter Inc, TripAdvisor Inc, Kosmos Energy, HCA Healthcare Inc, Tri-Continental Corp, Liberty All Star Equity Fund, General American Investors Company Inc, Adams Diversified Equity Fund Inc, Waters Corp, United States Steel Corp, United Rentals Inc, Activision Blizzard Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Baystate Wealth Management LLC. As of 2019Q1, Baystate Wealth Management LLC owns 648 stocks with a total value of $572 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 https://www.gurufocus.com/guru/baystate+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Baystate Wealth Management LLC
  1. SPDR Portfolio Developed World ex-US (SPDW) - 4,577,532 shares, 23.81% of the total portfolio. Shares reduced by 0.49%
  2. iShares Russell Mid-Cap (IWR) - 1,421,331 shares, 13.86% of the total portfolio. Shares added by 1.35%
  3. SPDR Portfolio Short Term Corporate Bond (SPSB) - 2,037,831 shares, 10.87% of the total portfolio. Shares added by 56.16%
  4. Vanguard FTSE Emerging Markets (VWO) - 1,057,492 shares, 8.01% of the total portfolio. Shares added by 0.06%
  5. Alerian MLP (AMLP) - 4,555,204 shares, 7.95% of the total portfolio. Shares added by 3.94%
New Purchase: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)

Baystate Wealth Management LLC initiated holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The purchase prices were between $91.44 and $91.62, with an estimated average price of $91.53. The stock is now traded at around $91.59. The impact to a portfolio due to this purchase was 3.83%. The holding were 239,361 shares as of .

New Purchase: iShares Short Treasury Bond ETF (SHV)

Baystate Wealth Management LLC initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.3 and $110.57, with an estimated average price of $110.45. The stock is now traded at around $110.55. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,872 shares as of .

New Purchase: Cigna Corp (CI)

Baystate Wealth Management LLC initiated holding in Cigna Corp. The purchase prices were between $159.69 and $199.81, with an estimated average price of $183.17. The stock is now traded at around $156.81. The impact to a portfolio due to this purchase was 0.02%. The holding were 880 shares as of .

New Purchase: Linde PLC (LIN)

Baystate Wealth Management LLC initiated holding in Linde PLC. The purchase prices were between $152.29 and $176.63, with an estimated average price of $165.92. The stock is now traded at around $176.27. The impact to a portfolio due to this purchase was 0.01%. The holding were 224 shares as of .

New Purchase: Dell Technologies Inc (DELL)

Baystate Wealth Management LLC initiated holding in Dell Technologies Inc. The purchase prices were between $42.62 and $60.71, with an estimated average price of $51.87. The stock is now traded at around $67.00. The impact to a portfolio due to this purchase was 0.01%. The holding were 444 shares as of .

New Purchase: iShares Core MSCI Emerging Markets (IEMG)

Baystate Wealth Management LLC initiated holding in iShares Core MSCI Emerging Markets. The purchase prices were between $46.41 and $52.64, with an estimated average price of $50.58. The stock is now traded at around $52.60. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,600 shares as of .

Added: SPDR Portfolio Short Term Corporate Bond (SPSB)

Baystate Wealth Management LLC added to a holding in SPDR Portfolio Short Term Corporate Bond by 56.16%. The purchase prices were between $30.12 and $30.57, with an estimated average price of $30.34. The stock is now traded at around $30.51. The impact to a portfolio due to this purchase was 3.91%. The holding were 2,037,831 shares as of .

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Baystate Wealth Management LLC added to a holding in iShares 1-3 Year Treasury Bond ETF by 867.07%. The purchase prices were between $83.51 and $84.18, with an estimated average price of $83.71. The stock is now traded at around $83.99. The impact to a portfolio due to this purchase was 1.1%. The holding were 83,642 shares as of .

Added: iShares MSCI KLD 400 Social (DSI)

Baystate Wealth Management LLC added to a holding in iShares MSCI KLD 400 Social by 108.69%. The purchase prices were between $90.75 and $106.06, with an estimated average price of $101.3. The stock is now traded at around $109.43. The impact to a portfolio due to this purchase was 0.19%. The holding were 19,051 shares as of .

Added: Deere & Co (DE)

Baystate Wealth Management LLC added to a holding in Deere & Co by 1615.42%. The purchase prices were between $144.05 and $165.97, with an estimated average price of $159.68. The stock is now traded at around $161.83. The impact to a portfolio due to this purchase was 0.11%. The holding were 4,117 shares as of .

Added: iShares Short-Term Corporate Bond ETF (IGSB)

Baystate Wealth Management LLC added to a holding in iShares Short-Term Corporate Bond ETF by 126.78%. The purchase prices were between $51.64 and $52.87, with an estimated average price of $52.18. The stock is now traded at around $52.73. The impact to a portfolio due to this purchase was 0.09%. The holding were 17,462 shares as of .

Added: iShares MSCI EAFE Small-Cap ETF (SCZ)

Baystate Wealth Management LLC added to a holding in iShares MSCI EAFE Small-Cap ETF by 21.52%. The purchase prices were between $51.31 and $58.06, with an estimated average price of $55.94. The stock is now traded at around $58.86. The impact to a portfolio due to this purchase was 0.06%. The holding were 34,273 shares as of .

Sold Out: iShares Core Dividend Growth (DGRO)

Baystate Wealth Management LLC sold out a holding in iShares Core Dividend Growth. The sale prices were between $32.34 and $37.06, with an estimated average price of $35.53.

Sold Out: SPDR Gold Trust (GLD)

Baystate Wealth Management LLC sold out a holding in SPDR Gold Trust. The sale prices were between $121.02 and $126.7, with an estimated average price of $123.15.

Sold Out: iShares S&P 500 Value (IVE)

Baystate Wealth Management LLC sold out a holding in iShares S&P 500 Value. The sale prices were between $99.16 and $114.4, with an estimated average price of $109.69.

Sold Out: Cigna Corp (CGN)

Baystate Wealth Management LLC sold out a holding in Cigna Corp. The sale prices were between $141.45 and $175.43, with an estimated average price of $160.75.

Sold Out: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

Baystate Wealth Management LLC sold out a holding in SPDR Bloomberg Barclays Investment Grade Floating . The sale prices were between $30.33 and $30.7, with an estimated average price of $30.58.

Sold Out: SPDR Select Sector Fund - Technology (XLK)

Baystate Wealth Management LLC sold out a holding in SPDR Select Sector Fund - Technology. The sale prices were between $58.89 and $75.09, with an estimated average price of $68.3.



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