Beaumont Financial Advisors’s iShares MSCI BIC ETF BKF Stock Holding History

Beaumont Financial Advisors’s Portfolio BKF Stock Details BKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-33,263	Closed	-$1.54M	–	208
2018 Q1	$1.54M	Buy	+33,263	New	+$1.58M	0.17%	85
2014 Q3	–	Sell	-32,130	Closed	-$1.24M	–	158
2014 Q2	$1.24M	Buy	+32,130	New	+$1.2M	0.09%	99

Other funds holding BKF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beaumont Financial Advisors's BKF Position: Q2 2018 in Review

Beaumont Financial Advisors sold out of iShares MSCI BIC ETF (BKF) in Q2 2018, closing a stake of 33,263 shares — an estimated $1.54M sold.

Beaumont Financial Advisors first reported a position in BKF in Q2 2014 and held it in 2 quarters. The position peaked at $1.54M in Q1 2018. 65 funds tracked by Wall St. Rank hold BKF as of Q2 2018.

Beaumont Financial Advisors reported no remaining iShares MSCI BIC ETF position as of Q2 2018 after selling out during the quarter.
Beaumont Financial Advisors sold 33,263 iShares MSCI BIC ETF shares in Q2 2018, an estimated $1.54M.
Beaumont Financial Advisors first reported a position in iShares MSCI BIC ETF in Q2 2014 and held it in 2 quarters.
Beaumont Financial Advisors's iShares MSCI BIC ETF position peaked at $1.54M in Q1 2018.
65 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q2 2018.

Based on Beaumont Financial Advisors's 13F filing for Q2 2018, filed 6 Aug 2018.