BFA
IPK

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

Beaumont Financial Advisors’s Portfolio IPK Stock Details IPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,261
Closed -$226K – 153
2015
Q4 		$226K Buy
+7,261
New +$230K 0.04% 108

Other funds holding IPK

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Financial Advisors's IPK Position: Q1 2016 in Review

Beaumont Financial Advisors sold out of SPDR S&P International Technology Sector (IPK) in Q1 2016, closing a stake of 7,261 shares — an estimated $226K sold.

Beaumont Financial Advisors first reported a position in IPK in Q4 2015 and held it in 1 quarter. The position peaked at $226K in Q4 2015. 12 funds tracked by Wall St. Rank hold IPK as of Q1 2016.

  • Beaumont Financial Advisors reported no remaining SPDR S&P International Technology Sector position as of Q1 2016 after selling out during the quarter.
  • Beaumont Financial Advisors sold 7,261 SPDR S&P International Technology Sector shares in Q1 2016, an estimated $226K.
  • Beaumont Financial Advisors first reported a position in SPDR S&P International Technology Sector in Q4 2015 and held it in 1 quarter.
  • Beaumont Financial Advisors's SPDR S&P International Technology Sector position peaked at $226K in Q4 2015.
  • 12 funds tracked by Wall St. Rank held SPDR S&P International Technology Sector as of Q1 2016.

Based on Beaumont Financial Advisors's 13F filing for Q1 2016, filed 12 May 2016.