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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
31
3
2
1
3
0
14
3
4
BAY COLONY ADVISORY GROUP INC D B A BAY COLONY ADVISORS

Time Period2018-12-31

Total Holdings185

Total Value ($x1000)117,474
Activities
New19

Increased65

Unchanged39

Decreased62

Sold Out46

Top 10 Stock Holdingstotal 36.87%
BIL6.89

USMV6.04

FDIS4.49

IVV4.23

MSFT3.24

 
VIG3

JSMD2.58

GSY2.46

BRK.B1.98

AAPL1.96

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BIL
6.89%
SPDR BLOOMBERG
USMV
6.04%
USA MIN VOL ETF
FDIS
4.49%
MSCI CONSM DIS
IVV
4.23%
CORE S&P500 ETF
MSFT
3.24%
COM
VIG
3%
DIV APP ETF
JSMD
2.58%
SML MID CP ETF
GSY
2.46%
ULTRA SHRT DUR
BRK.B
1.98%
CL B NEW
AAPL
1.96%
COM
XLK
1.6%
TECHNOLOGY
NRG
1.47%
COM NEW
ICSH
1.25%
LIQUID INC ETF
FHLC
1.2%
MSCI HLTH CARE I
T
1.18%
COM
EFAV
1.16%
EAFE MIN VOL ETF
NLY
1.11%
COM
SPY
1.11%
TR UNIT
TIP
1.09%
TIPS BD ETF
PFF
1.07%
U.S. PFD STK ETF
RSP
1.06%
S&P500 EQL WGT
VTIP
1.03%
STRM INFPROIDX
QQQ
0.94%
UNIT SER 1
DVY
0.92%
SELECT DIVID ETF
IVE
0.89%
S&P 500 VAL ETF
VWO
0.79%
FTSE EMR MKT ETF
XOM
0.78%
COM
VYM
0.75%
HIGH DIV YLD
IEFA
0.73%
CORE MSCI EAFE
DISCA
0.7%
COM SER A
JNJ
0.7%
COM
MTUM
0.7%
MSCI USAMOMFCT
CCI
0.69%
COM
INTC
0.67%
COM
XLI
0.66%
SBI INT-INDS
PG
0.65%
COM
CSCO
0.65%
COM
GLD
0.63%
GOLD SHS
FTEC
0.62%
MSCI INFO TECH I
XLF
0.61%
SBI INT-FINL
BXMT
0.6%
COM CL A
FFC
0.58%
COM
AMGN
0.57%
COM
BK
0.55%
COM
JPM
0.55%
COM
INCY
0.53%
COM
BRK.A
0.52%
CL A
MIC
0.5%
MEMBERSHIP INT
BMRN
0.5%
COM
FDN
0.5%
DJ INTERNT IDX
VZ
0.49%
COM
ARES
0.49%
CL A COM STK
VBR
0.48%
SM CP VAL ETF
HD
0.48%
COM
HON
0.48%
COM
CVX
0.47%
COM
VOE
0.46%
MCAP VL IDXVIP
DAL
0.46%
COM NEW
DIS
0.46%
COM DISNEY
AMZN
0.45%
COM
EEM
0.44%
MSCI EMG MKT ETF
KO
0.43%
COM
MTB
0.43%
COM
WMT
0.43%
COM
SMH
0.42%
SEMICONDUCTOR ET
MDY
0.42%
UTSER1 S&PDCRP
ABT
0.42%
COM
IWM
0.41%
RUSSELL 2000 ETF
GDX
0.4%
GOLD MINERS ETF
PFE
0.4%
COM
VDC
0.39%
CONSUM STP ETF
PVBC
0.39%
COM
FNCL
0.39%
MSCI FINLS IDX
ITA
0.38%
U.S. AER&DEF ETF
VGSH
0.38%
SHTRM GVT BD ETF
ARKW
0.37%
WEB X.O ETF
AGG
0.37%
CORE TOTUSBD ETF
AMD
0.37%
COM
VEU
0.36%
ALLWRLD EX US
V
0.36%
COM CL A
TLT
0.36%
20+ YR TR BD ETF
BSV
0.35%
SHORT TRM BOND
GOOG
0.35%
CAP STK CL C
BAC
0.34%
COM
ARCC
0.33%
COM
EEMV
0.33%
EM MK MINVOL ETF
QUAL
0.33%
MSCI USA QLT FAC
PKW
0.32%
BUYBACK ACHIEV
VTI
0.31%
TOTAL STK MKT
IXUS
0.31%
CORE MSCITOTAL
EPD
0.3%
COM
LMT
0.3%
COM
DWDP
0.3%
COM
GOOGL
0.3%
CAP STK CL A
XLU
0.28%
SBI INT-UTILS
FIDU
0.27%
MSCI INDL INDX
RDIV
0.26%
ULTRA DIVID REV
MDT
0.26%
SHS
DGRW
0.25%
US DIVD GRT FD
FENY
0.25%
MSCI ENERGY IDX
SCHD
0.25%
US DIVIDEND EQ
BIF
0.25%
COM
IPKW
0.24%
INTL BUYBACK
BX
0.24%
COM UNIT LTD
WFC
0.24%
COM
VCSH
0.24%
SHRT TRM CORP BD
VEA
0.24%
FTSE DEV MKT ETF
ZMH
0.24%
COM
SHY
0.24%
1-3 YR TR BD ETF
JMBS
0.24%
HENDERSON MTG
VT
0.23%
TT WRLD ST ETF
ATUS
0.23%
CL A
UTF
0.23%
COM
SYY
0.23%
COM
NUE
0.23%
COM
LAZ
0.23%
SHS A
DFJ
0.23%
JP SMALLCP DIV
EOG
0.23%
COM
MRK
0.22%
COM
MGM
0.22%
COM
DIA
0.22%
UT SER 1
IPE
0.22%
BARCLYS TIPS ETF
VTR
0.22%
COM
IJR
0.21%
CORE S&P SCP ETF
IJT
0.21%
SP SMCP600GR ETF
NVS
0.21%
SPONSORED ADR
ADP
0.21%
COM
PSCH
0.21%
S&P SMLCP HELT
COP
0.2%
COM
KIE
0.2%
S&P INS ETF
CAT
0.2%
COM
XLV
0.2%
SBI HEALTHCARE
ABR
0.2%
COM
SRPT
0.2%
COM
BMY
0.19%
COM
XLE
0.19%
SBI INT-ENERGY
IJH
0.19%
CORE S&P MCP ETF
SCHM
0.19%
US MID-CAP ETF
MINT
0.19%
ENHAN SHRT MAT
MCD
0.19%
COM
CME
0.19%
COM
BLMT
0.19%
COM
BA
0.19%
COM
WDFC
0.18%
COM
BOND
0.18%
TOTL RETN ETF
SO
0.17%
COM
AOR
0.17%
GRWT ALLOCAT ETF
PCI
0.17%
COM SHS
DEO
0.17%
SPON ADR NEW
XLNX
0.17%
COM
MPW
0.16%
COM
EOS
0.14%
COM
SD
0.13%
COM NEW
JPS
0.13%
COM
BDJ
0.1%
COM
(NOTE)
0.02%
NOTE 1.000% 9/1
(NOTE)
0.02%
NOTE 2.000% 2/1
(NOTE)
0.02%
NOTE 1.250% 4/0
(NOTE)
0.02%
NOTE 1.500% 6/0
(NOTE)
0.02%
NOTE 1.000%12/0
EXACT SC...
0.02%
DBCV 1.000% 1/1
(NOTE)
0.02%
NOTE 2.700% 1/1
(NOTE)
0.02%
NOTE 2.125% 1/1
(NOTE)
0.02%
NOTE 1.250% 7/0
(NOTE)
0.01%
NOTE 1.000% 7/0
(NOTE)
0.01%
NOTE 4.250% 3/1
(NOTE)
0.01%
NOTE 1.250% 4/0
(NOTE)
0.01%
NOTE 0.750% 9/0
(NOTE)
0.01%
NOTE 3.000% 8/0
TEVA PHA...
0.01%
DBCV 0.250% 2/0
(NOTE)
0.01%
NOTE 2.000%10/0
LIBERTY ...
0.01%
DEB 2.250% 9/3
(NOTE)
0.01%
NOTE 0.500% 6/1
(NOTE)
0.01%
NOTE 1.000%11/1
(NOTE)
0.01%
NOTE 2.375% 4/0
(NOTE)
0.01%
NOTE 1.500% 7/0
(NOTE)
0.01%
NOTE 4.375% 4/0
(NOTE)
0.01%
NOTE 3.250% 7/0
(NOTE)
0.01%
NOTE 5.875% 7/0
(NOTE)
0.01%
NOTE 5.000% 6/1
(NOTE)
0.01%
NOTE 1.750% 6/0
(NOTE)
0.01%
NOTE 1.750% 1/1
(NOTE)
0.01%
NOTE 1.000% 3/0
(NOTE)
0.01%
NOTE 2.375% 3/1
EVLV
< 0.01%
CL A
KYN
1.62%
COM
VIRT
0.9%
CL A
FLTR
0.7%
INVT GRADE FLTG
WY
0.53%
COM
BLUE
0.53%
COM
APO
0.52%
CL A SHS
SHYD
0.39%
SHORT HIGH YIELD
RTN
0.37%
COM NEW
AER
0.33%
SHS
LITE
0.32%
COM
TER
0.32%
COM
CIEN
0.28%
COM NEW
GG
0.27%
COM
RUN
0.27%
COM
FLRN
0.26%
INV GRD FLT RT
IBM
0.25%
COM
STZ
0.24%
CL A
MO
0.24%
COM
CY
0.23%
COM
SYF
0.22%
COM
FLOT
0.21%
FLTG RATE BD ETF
IEMG
0.2%
CORE MSCI EMKT
AGN
0.2%
SHS
C
0.19%
COM NEW
ADM
0.19%
COM
VB
0.18%
SMALL CP ETF
NVDA
0.18%
COM
PNC
0.18%
COM
FB
0.18%
CL A
HACK
0.18%
PUREFUNDS ISE CY
XLY
0.18%
SBI CONS DISCR
VLO
0.17%
COM
CWB
0.16%
BRC CNV SECS ETF
SKYY
0.16%
ISE CLOUD COMP
VBK
0.16%
SML CP GRW ETF
IJK
0.15%
S&P MC 400GR ETF
SNR
0.15%
COM
HDGE
0.07%
RANGER EQUITY BE
PMM
0.06%
COM
(NOTE)
0.02%
NOTE 1.625% 6/0
(NOTE)
0.01%
NOTE 0.599% 8/0
(NOTE)
0.01%
NOTE 4.375% 1/1
(NOTE)
0.01%
NOTE 3.375% 8/1
JDS UNIP...
0.01%
DBCV 0.625% 8/1
(NOTE)
0.01%
NOTE 0.750% 9/1
(NOTE)
0.01%
NOTE 4.375% 5/0