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Beaumont Financial Advisors’s iShares International Treasury Bond ETF IGOV Stock Holding History

Beaumont Financial Advisors’s Portfolio IGOV Stock Details IGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-66,892
Closed -$3.32M – 164
2014
Q3 		$3.32M Sell
66,892
-153,452
-70% -$7.92M 0.22% 87
2014
Q2 		$11.6M Buy
220,344
+186,922
+559% +$9.71M 0.82% 50
2014
Q1 		$1.72M Sell
33,422
-292,084
-90% -$14.9M 0.14% 83
2013
Q4 		$16.3M Buy
+325,506
New +$16.4M 1.34% 27

Other funds holding IGOV

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of iShares International Treasury Bond ETF (IGOV) in Q4 2014, closing a stake of 66,892 shares — an estimated $3.32M sold.

Beaumont Financial Advisors first reported a position in IGOV in Q4 2013 and held it in 4 quarters. The position peaked at $16.3M in Q4 2013. 82 funds tracked by Wall St. Rank hold IGOV as of Q4 2014.

  • Beaumont Financial Advisors reported no remaining iShares International Treasury Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 66,892 iShares International Treasury Bond ETF shares in Q4 2014, an estimated $3.32M.
  • Beaumont Financial Advisors first reported a position in iShares International Treasury Bond ETF in Q4 2013 and held it in 4 quarters.
  • Beaumont Financial Advisors's iShares International Treasury Bond ETF position peaked at $16.3M in Q4 2013.
  • 82 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2014.

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