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Beaumont Financial Advisors’s Global Partners GLP Stock Holding History

Beaumont Financial Advisors’s Portfolio GLP Stock Details GLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,000
Closed -$417K – 159
2014
Q3 		$417K Buy
+10,000
New +$418K 0.03% 117
2014
Q1 		– Sell
-20,000
Closed -$708K – 142
2013
Q4 		$708K Hold
20,000
– – 0.06% 98
2013
Q3 		$695K Hold
20,000
– – 0.06% 97
2013
Q2 		$798K Buy
+20,000
New +$720K 0.07% 97

Other funds holding GLP

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of Global Partners (GLP) in Q4 2014, closing a stake of 10,000 shares — an estimated $417K sold.

Beaumont Financial Advisors first reported a position in GLP in Q2 2013 and held it in 4 quarters. The position peaked at $798K in Q2 2013. 66 funds tracked by Wall St. Rank hold GLP as of Q4 2014.

  • Beaumont Financial Advisors reported no remaining Global Partners position as of Q4 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,000 Global Partners shares in Q4 2014, an estimated $417K.
  • Beaumont Financial Advisors first reported a position in Global Partners in Q2 2013 and held it in 4 quarters.
  • Beaumont Financial Advisors's Global Partners position peaked at $798K in Q2 2013.
  • 66 funds tracked by Wall St. Rank held Global Partners as of Q4 2014.

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