BFA
IPS

Beaumont Financial Advisors’s SPDR S&P International Consumer Staples Sector IPS Stock Holding History

Beaumont Financial Advisors’s Portfolio IPS Stock Details IPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5,463
Closed -$226K – 155
2015
Q4 		$226K Buy
+5,463
New +$226K 0.04% 110

Other funds holding IPS

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of SPDR S&P International Consumer Staples Sector (IPS) in Q1 2016, closing a stake of 5,463 shares — an estimated $226K sold.

Beaumont Financial Advisors first reported a position in IPS in Q4 2015 and held it in 1 quarter. The position peaked at $226K in Q4 2015. 19 funds tracked by Wall St. Rank hold IPS as of Q1 2016.

  • Beaumont Financial Advisors reported no remaining SPDR S&P International Consumer Staples Sector position as of Q1 2016 after selling out during the quarter.
  • Beaumont Financial Advisors sold 5,463 SPDR S&P International Consumer Staples Sector shares in Q1 2016, an estimated $226K.
  • Beaumont Financial Advisors first reported a position in SPDR S&P International Consumer Staples Sector in Q4 2015 and held it in 1 quarter.
  • Beaumont Financial Advisors's SPDR S&P International Consumer Staples Sector position peaked at $226K in Q4 2015.
  • 19 funds tracked by Wall St. Rank held SPDR S&P International Consumer Staples Sector as of Q1 2016.

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