Beaumont Financial Advisors’s iShares Frontier and Select EM ETF FM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-347,208	Closed	-$13.1M	–	179
2014 Q3	$13.1M	Sell	347,208 -16,646	-5%	-$641K	0.86%	44
2014 Q2	$13.1M	Buy	+363,854	New	+$13.8M	0.93%	46
2014 Q1	–	Sell	-819,793	Closed	-$27.7M	–	162
2013 Q4	$27.7M	Sell	819,793 -34,439	-4%	-$1.12M	2.28%	7
2013 Q3	$26.9M	Buy	+854,232	New	+$26.5M	2.39%	9

Other funds holding FM

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BOTW

Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

Beaumont Financial Advisors's FM Position: Q4 2014 in Review

Beaumont Financial Advisors sold out of iShares Frontier and Select EM ETF (FM) in Q4 2014, closing a stake of 347,208 shares — an estimated $13.1M sold.

Beaumont Financial Advisors first reported a position in FM in Q3 2013 and held it in 4 quarters. The position peaked at $27.7M in Q4 2013. 97 funds tracked by Wall St. Rank hold FM as of Q4 2014.

Beaumont Financial Advisors reported no remaining iShares Frontier and Select EM ETF position as of Q4 2014 after selling out during the quarter.
Beaumont Financial Advisors sold 347,208 iShares Frontier and Select EM ETF shares in Q4 2014, an estimated $13.1M.
Beaumont Financial Advisors first reported a position in iShares Frontier and Select EM ETF in Q3 2013 and held it in 4 quarters.
Beaumont Financial Advisors's iShares Frontier and Select EM ETF position peaked at $27.7M in Q4 2013.
97 funds tracked by Wall St. Rank held iShares Frontier and Select EM ETF as of Q4 2014.

Based on Beaumont Financial Advisors's 13F filing for Q4 2014, filed 28 Jan 2015.