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Beaumont Financial Advisors’s iShares US Energy ETF IYE Stock Holding History

Beaumont Financial Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-568,960
Closed -$26.8M – 159
2013
Q3 		$26.8M Buy
+568,960
New +$26.6M 2.38% 10

Other funds holding IYE

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors's IYE Position: Q4 2013 in Review

Beaumont Financial Advisors sold out of iShares US Energy ETF (IYE) in Q4 2013, closing a stake of 568,960 shares — an estimated $26.8M sold.

Beaumont Financial Advisors first reported a position in IYE in Q3 2013 and held it in 1 quarter. The position peaked at $26.8M in Q3 2013. 122 funds tracked by Wall St. Rank hold IYE as of Q4 2013.

  • Beaumont Financial Advisors reported no remaining iShares US Energy ETF position as of Q4 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 568,960 iShares US Energy ETF shares in Q4 2013, an estimated $26.8M.
  • Beaumont Financial Advisors first reported a position in iShares US Energy ETF in Q3 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's iShares US Energy ETF position peaked at $26.8M in Q3 2013.
  • 122 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2013.

Based on Beaumont Financial Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.