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Beaumont Financial Advisors’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Beaumont Financial Advisors’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-173,685
Closed -$4.49M – 162
2013
Q2 		$4.49M Buy
+173,685
New +$4.68M 0.41% 63

Other funds holding GYLD

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Beaumont Financial Advisors's GYLD Position: Q3 2013 in Review

Beaumont Financial Advisors sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q3 2013, closing a stake of 173,685 shares — an estimated $4.49M sold.

Beaumont Financial Advisors first reported a position in GYLD in Q2 2013 and held it in 1 quarter. The position peaked at $4.49M in Q2 2013. 24 funds tracked by Wall St. Rank hold GYLD as of Q3 2013.

  • Beaumont Financial Advisors reported no remaining Arrow Dow Jones Global Yield ETF position as of Q3 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 173,685 Arrow Dow Jones Global Yield ETF shares in Q3 2013, an estimated $4.49M.
  • Beaumont Financial Advisors first reported a position in Arrow Dow Jones Global Yield ETF in Q2 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's Arrow Dow Jones Global Yield ETF position peaked at $4.49M in Q2 2013.
  • 24 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q3 2013.

Based on Beaumont Financial Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.