Beaumont Financial Advisors’s SPDR S&P International Health Care Sector IRY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-4,498	Closed	-$226K	–	154
2015 Q4	$226K	Sell	4,498 -1,396	-24%	-$69.2K	0.04%	109
2015 Q3	$305K	Hold	5,894	–	–	0.04%	112
2015 Q2	$305K	Buy	+5,894	New	+$312K	0.04%	112
2015 Q1	–	Sell	-284,323	Closed	-$13.3M	–	166
2014 Q4	$13.3M	Buy	+284,323	New	+$13.6M	0.64%	47

Other funds holding IRY

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 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

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

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of SPDR S&P International Health Care Sector (IRY) in Q1 2016, closing a stake of 4,498 shares — an estimated $226K sold.

Beaumont Financial Advisors first reported a position in IRY in Q4 2014 and held it in 4 quarters. The position peaked at $13.3M in Q4 2014. 22 funds tracked by Wall St. Rank hold IRY as of Q1 2016.

Beaumont Financial Advisors reported no remaining SPDR S&P International Health Care Sector position as of Q1 2016 after selling out during the quarter.
Beaumont Financial Advisors sold 4,498 SPDR S&P International Health Care Sector shares in Q1 2016, an estimated $226K.
Beaumont Financial Advisors first reported a position in SPDR S&P International Health Care Sector in Q4 2014 and held it in 4 quarters.
Beaumont Financial Advisors's SPDR S&P International Health Care Sector position peaked at $13.3M in Q4 2014.
22 funds tracked by Wall St. Rank held SPDR S&P International Health Care Sector as of Q1 2016.

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