Beaumont Financial Advisors’s SPDR S&P International Financial Sector IPF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-14,349	Closed	-$305K	–	154
2015 Q3	$305K	Hold	14,349	–	–	0.04%	110
2015 Q2	$305K	Buy	+14,349	New	+$322K	0.04%	110
2015 Q1	–	Sell	-13,928	Closed	-$289K	–	164
2014 Q4	$289K	Buy	+13,928	New	+$297K	0.01%	138

Other funds holding IPF

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

SG Americas Securities New York $92.9B AUM 36.98% 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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 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

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

Beaumont Financial Advisors sold out of SPDR S&P International Financial Sector (IPF) in Q4 2015, closing a stake of 14,349 shares — an estimated $305K sold.

Beaumont Financial Advisors first reported a position in IPF in Q4 2014 and held it in 3 quarters. The position peaked at $305K in Q3 2015. 9 funds tracked by Wall St. Rank hold IPF as of Q4 2015.

Beaumont Financial Advisors reported no remaining SPDR S&P International Financial Sector position as of Q4 2015 after selling out during the quarter.
Beaumont Financial Advisors sold 14,349 SPDR S&P International Financial Sector shares in Q4 2015, an estimated $305K.
Beaumont Financial Advisors first reported a position in SPDR S&P International Financial Sector in Q4 2014 and held it in 3 quarters.
Beaumont Financial Advisors's SPDR S&P International Financial Sector position peaked at $305K in Q3 2015.
9 funds tracked by Wall St. Rank held SPDR S&P International Financial Sector as of Q4 2015.

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