BFA
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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

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PI
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TFA
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Bank of America
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Goldman Sachs
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