Beaumont Financial Advisors’s iShares US Utilities ETF IDU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-20,928	Closed	-$1.39M	–	216
2017 Q4	$1.39M	Buy	+20,928	New	+$1.44M	0.16%	90
2016 Q3	–	Sell	-26,890	Closed	-$1.76M	–	146
2016 Q2	$1.76M	Buy	+26,890	New	+$1.66M	0.29%	78
2013 Q4	–	Sell	-304,270	Closed	-$14.3M	–	153
2013 Q3	$14.3M	Sell	304,270 -785,342	-72%	-$37.6M	1.27%	24
2013 Q2	$51.5M	Buy	+1,089,612	New	+$53.2M	4.76%	1

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Beaumont Financial Advisors's IDU Position: Q1 2018 in Review

Beaumont Financial Advisors sold out of iShares US Utilities ETF (IDU) in Q1 2018, closing a stake of 20,928 shares — an estimated $1.39M sold.

Beaumont Financial Advisors first reported a position in IDU in Q2 2013 and held it in 4 quarters. The position peaked at $51.5M in Q2 2013. 136 funds tracked by Wall St. Rank hold IDU as of Q1 2018.

Beaumont Financial Advisors reported no remaining iShares US Utilities ETF position as of Q1 2018 after selling out during the quarter.
Beaumont Financial Advisors sold 20,928 iShares US Utilities ETF shares in Q1 2018, an estimated $1.39M.
Beaumont Financial Advisors first reported a position in iShares US Utilities ETF in Q2 2013 and held it in 4 quarters.
Beaumont Financial Advisors's iShares US Utilities ETF position peaked at $51.5M in Q2 2013.
136 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q1 2018.

Based on Beaumont Financial Advisors's 13F filing for Q1 2018, filed 11 May 2018.