Beaumont Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-208,010	Closed	-$9.7M	–	154
2014 Q4	$9.7M	Buy	+208,010	New	+$9.41M	0.47%	58
2014 Q1	–	Sell	-487,886	Closed	-$20.6M	–	145
2013 Q4	$20.6M	Buy	+487,886	New	+$19.7M	1.69%	21

Other funds holding IWP

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Beaumont Financial Advisors's IWP Position: Q1 2015 in Review

Beaumont Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2015, closing a stake of 208,010 shares — an estimated $9.7M sold.

Beaumont Financial Advisors first reported a position in IWP in Q4 2013 and held it in 2 quarters. The position peaked at $20.6M in Q4 2013. 329 funds tracked by Wall St. Rank hold IWP as of Q1 2015.

Beaumont Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2015 after selling out during the quarter.
Beaumont Financial Advisors sold 208,010 iShares Russell Mid-Cap Growth ETF shares in Q1 2015, an estimated $9.7M.
Beaumont Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and held it in 2 quarters.
Beaumont Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $20.6M in Q4 2013.
329 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2015.

Based on Beaumont Financial Advisors's 13F filing for Q1 2015, filed 7 May 2015.