SEC 13F Intelligence

Managers / Q2 2019 · view latest →

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

CIK 0001748861 · 86 BAKER AVENUE EXTENSION, SUITE 310, CONCORD, MA, 01742 · 9783697200

Reported Value
$156M
Q2 2019
Positions
213
Filings on Record
32
2019–present window
Filed
Jul 17, 2019
original filing

Summary

Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors reported $156M in U.S.-listed holdings across 213 positions for Q2 2019.

Its largest position, Ishares Tr Msci Usa Minimum Volatility Index Fd, represents 7.4% of the portfolio.

Compared with Q1 2019, the fund opened 34 new positions and exited 33.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $117MQ4 ’18Q1 ’19: $152MQ2 ’19: $156MQ3 ’19: $147MQ4 ’19: $154MQ4 ’19Q1 ’20: $110MQ2 ’20: $139MQ3 ’20: $161MQ4 ’20: $188MQ4 ’20Q1 ’21: $261MQ2 ’21: $300MQ3 ’21: $305MQ4 ’21: $350MQ4 ’21Q1 ’22: $418MQ2 ’22: $393MQ3 ’22: $337MQ4 ’22: $379.1BQ4 ’22Q1 ’23: $379MQ2 ’23: $414MQ3 ’23: $416MQ4 ’23: $509MQ4 ’23Q1 ’24: $568MQ2 ’24: $599MQ3 ’24: $660MQ4 ’24: $675MQ4 ’24Q1 ’25: $656MQ2 ’25: $724MQ3 ’25: $845MQ4 ’25: $834MQ4 ’25Q1 ’26: $818MQ2 ’26: $903Mfilingsflow.com

Portfolio Composition

By security type
ETP: 59.3%Common Stock: 29.1%Other: 5.2%Closed-End Fund: 3.3%REIT: 2.3%Other: 0.8%
  • ETP · 59.3% · $92M
  • Common Stock · 29.1% · $45M
  • Other · 5.2% · $8M
  • Closed-End Fund · 3.3% · $5M
  • REIT · 2.3% · $4M
  • Other · 0.8% · $1M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$903M493Jul 9, 202613F-HRchanges · EDGAR ↗
Q1 2026$818M489May 5, 202613F-HRchanges · EDGAR ↗
Q4 2025$834M499Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$845M514Oct 24, 202513F-HRchanges · EDGAR ↗
Q2 2025$724M467Aug 4, 202513F-HRchanges · EDGAR ↗
Q1 2025$656M443Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$675M452Feb 7, 202513F-HRchanges · EDGAR ↗
Q3 2024$660M431Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$599M424Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$568M409Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$509M394Jan 30, 202413F-HRchanges · EDGAR ↗
Q3 2023$416M348Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$414M349Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$379M334Apr 27, 202313F-HRchanges · EDGAR ↗
Q4 2022$379.1B349Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$337M320Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$393M342Aug 8, 202213F-HRchanges · EDGAR ↗
Q1 2022$418M359Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$350M365Jan 28, 202213F-HRchanges · EDGAR ↗
Q3 2021$305M342Nov 2, 202113F-HRchanges · EDGAR ↗
Q2 2021$300M349Jul 22, 202113F-HRchanges · EDGAR ↗
Q1 2021$261M320May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$188M282Feb 2, 202113F-HRchanges · EDGAR ↗
Q3 2020$161M248Nov 25, 202013F-HRchanges · EDGAR ↗
Q2 2020$139M208Jul 23, 202013F-HRchanges · EDGAR ↗
Q1 2020$110M168Apr 17, 202013F-HRchanges · EDGAR ↗
Q4 2019$154M257Jan 28, 2020RESTATEMENTchanges · EDGAR ↗
Q3 2019$147M250Oct 25, 201913F-HRchanges · EDGAR ↗
Q2 2019$156M213Jul 17, 201913F-HRchanges · EDGAR ↗
Q1 2019$152M212Apr 30, 201913F-HRchanges · EDGAR ↗
Q4 2018$117M185Jan 29, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.