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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-11,854	Closed	-$305K	–	155
2015 Q3	$305K	Hold	11,854	–	–	0.04%	111
2015 Q2	$305K	Buy	+11,854	New	+$320K	0.04%	111

Other funds holding IST

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

LTFS

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

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

Beaumont Financial Advisors sold out of SPDR S&P International Telecommunications Sector (IST) in Q4 2015, closing a stake of 11,854 shares — an estimated $305K sold.

Beaumont Financial Advisors first reported a position in IST in Q2 2015 and held it in 2 quarters. The position peaked at $305K in Q3 2015. 15 funds tracked by Wall St. Rank hold IST as of Q4 2015.

Beaumont Financial Advisors reported no remaining SPDR S&P International Telecommunications Sector position as of Q4 2015 after selling out during the quarter.
Beaumont Financial Advisors sold 11,854 SPDR S&P International Telecommunications Sector shares in Q4 2015, an estimated $305K.
Beaumont Financial Advisors first reported a position in SPDR S&P International Telecommunications Sector in Q2 2015 and held it in 2 quarters.
Beaumont Financial Advisors's SPDR S&P International Telecommunications Sector position peaked at $305K in Q3 2015.
15 funds tracked by Wall St. Rank held SPDR S&P International Telecommunications Sector as of Q4 2015.

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