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Beaumont Financial Advisors’s Elbit Systems ESLT Stock Holding History

Beaumont Financial Advisors’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-35,775
Closed -$2.18M – 161
2014
Q1 		$2.18M Buy
35,775
+6,654
+23% +$392K 0.18% 80
2013
Q4 		$1.77M Buy
29,121
+12,563
+76% +$693K 0.15% 82
2013
Q3 		$885K Buy
+16,558
New +$757K 0.08% 90

Other funds holding ESLT

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Beaumont Financial Advisors's ESLT Position: Q2 2014 in Review

Beaumont Financial Advisors sold out of Elbit Systems (ESLT) in Q2 2014, closing a stake of 35,775 shares — an estimated $2.18M sold.

Beaumont Financial Advisors first reported a position in ESLT in Q3 2013 and held it in 3 quarters. The position peaked at $2.18M in Q1 2014. 57 funds tracked by Wall St. Rank hold ESLT as of Q2 2014.

  • Beaumont Financial Advisors reported no remaining Elbit Systems position as of Q2 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 35,775 Elbit Systems shares in Q2 2014, an estimated $2.18M.
  • Beaumont Financial Advisors first reported a position in Elbit Systems in Q3 2013 and held it in 3 quarters.
  • Beaumont Financial Advisors's Elbit Systems position peaked at $2.18M in Q1 2014.
  • 57 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2014.

Based on Beaumont Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.