Beaumont Financial Advisors’s SPDR S&P International Consumer Discretionary Sector IPD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-7,622	Closed	-$304K	–	156
2015 Q3	$304K	Hold	7,622	–	–	0.04%	113
2015 Q2	$304K	Buy	+7,622	New	+$312K	0.04%	113

Other funds holding IPD

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Beaumont Financial Advisors's IPD Position: Q4 2015 in Review

Beaumont Financial Advisors sold out of SPDR S&P International Consumer Discretionary Sector (IPD) in Q4 2015, closing a stake of 7,622 shares — an estimated $304K sold.

Beaumont Financial Advisors first reported a position in IPD in Q2 2015 and held it in 2 quarters. The position peaked at $304K in Q3 2015. 13 funds tracked by Wall St. Rank hold IPD as of Q4 2015.

Beaumont Financial Advisors reported no remaining SPDR S&P International Consumer Discretionary Sector position as of Q4 2015 after selling out during the quarter.
Beaumont Financial Advisors sold 7,622 SPDR S&P International Consumer Discretionary Sector shares in Q4 2015, an estimated $304K.
Beaumont Financial Advisors first reported a position in SPDR S&P International Consumer Discretionary Sector in Q2 2015 and held it in 2 quarters.
Beaumont Financial Advisors's SPDR S&P International Consumer Discretionary Sector position peaked at $304K in Q3 2015.
13 funds tracked by Wall St. Rank held SPDR S&P International Consumer Discretionary Sector as of Q4 2015.

Based on Beaumont Financial Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.