Beaumont Financial Advisors’s iShares Global Healthcare ETF IXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-28,939	Closed	-$1.64M	–	239
2018 Q4	$1.64M	Buy	+28,939	New	+$1.73M	0.27%	59
2016 Q3	–	Sell	-92,356	Closed	-$4.66M	–	147
2016 Q2	$4.66M	Buy	+92,356	New	+$4.61M	0.77%	48
2015 Q4	–	Sell	-3,772	Closed	-$203K	–	137
2015 Q3	$203K	Hold	3,772	–	–	0.03%	128
2015 Q2	$203K	Sell	3,772 -2,526,182	-100%	-$139M	0.03%	128
2015 Q1	$136M	Buy	2,529,954 +1,272,926	+101%	+$66.7M	4.75%	3
2014 Q4	$62.6M	Buy	1,257,028 +1,248,516	+14,668%	+$62M	3.01%	8
2014 Q3	$416K	Sell	8,512 -8,772	-51%	-$420K	0.03%	119
2014 Q2	$815K	Buy	+17,284	New	+$794K	0.06%	111

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Beaumont Financial Advisors's IXJ Position: Q1 2019 in Review

Beaumont Financial Advisors sold out of iShares Global Healthcare ETF (IXJ) in Q1 2019, closing a stake of 28,939 shares — an estimated $1.64M sold.

Beaumont Financial Advisors first reported a position in IXJ in Q2 2014 and held it in 8 quarters. The position peaked at $136M in Q1 2015. 201 funds tracked by Wall St. Rank hold IXJ as of Q1 2019.

Beaumont Financial Advisors reported no remaining iShares Global Healthcare ETF position as of Q1 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 28,939 iShares Global Healthcare ETF shares in Q1 2019, an estimated $1.64M.
Beaumont Financial Advisors first reported a position in iShares Global Healthcare ETF in Q2 2014 and held it in 8 quarters.
Beaumont Financial Advisors's iShares Global Healthcare ETF position peaked at $136M in Q1 2015.
201 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2019.

Based on Beaumont Financial Advisors's 13F filing for Q1 2019, filed 6 May 2019.