Beaumont Financial Advisors’s Du Pont De Nemours E I DD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-67,900	Closed	-$4.77M	–	163
2014 Q4	$4.77M	Sell	67,900 -1,248	-2%	-$83.4K	0.23%	79
2014 Q3	$4.71M	Sell	69,148 -2,688	-4%	-$169K	0.31%	76
2014 Q2	$4.46M	Sell	71,836 -4,219	-6%	-$271K	0.32%	78
2014 Q1	$4.85M	Buy	76,055 +709	+0.9%	+$43.4K	0.4%	57
2013 Q4	$4.65M	Buy	75,346 +31,062	+70%	+$1.8M	0.38%	66
2013 Q3	$2.46M	Buy	44,284 +35,186	+387%	+$1.92M	0.22%	81
2013 Q2	$454K	Buy	+9,098	New	+$459K	0.04%	113

Other funds holding DD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beaumont Financial Advisors's DD Position: Q1 2015 in Review

Beaumont Financial Advisors sold out of Du Pont De Nemours E I (DD) in Q1 2015, closing a stake of 67,900 shares — an estimated $4.77M sold.

Beaumont Financial Advisors first reported a position in DD in Q2 2013 and held it in 7 quarters. The position peaked at $4.85M in Q1 2014. 1,272 funds tracked by Wall St. Rank hold DD as of Q1 2015.

Beaumont Financial Advisors reported no remaining Du Pont De Nemours E I position as of Q1 2015 after selling out during the quarter.
Beaumont Financial Advisors sold 67,900 Du Pont De Nemours E I shares in Q1 2015, an estimated $4.77M.
Beaumont Financial Advisors first reported a position in Du Pont De Nemours E I in Q2 2013 and held it in 7 quarters.
Beaumont Financial Advisors's Du Pont De Nemours E I position peaked at $4.85M in Q1 2014.
1,272 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q1 2015.

Based on Beaumont Financial Advisors's 13F filing for Q1 2015, filed 7 May 2015.