Beaumont Financial Advisors’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-88,744	Closed	-$3.99M	–	164
2016 Q3	$3.99M	Buy	+88,744	New	+$3.98M	0.63%	61
2015 Q4	–	Sell	-164,996	Closed	-$7.35M	–	139
2015 Q3	$7.35M	Hold	164,996	–	–	1.06%	42
2015 Q2	$7.35M	Sell	164,996 -70,158	-30%	-$3.17M	1.06%	42
2015 Q1	$10.5M	Buy	+235,154	New	+$10.4M	0.36%	55
2013 Q4	–	Sell	-639,476	Closed	-$23.4M	–	160
2013 Q3	$23.4M	Buy	+639,476	New	+$23.7M	2.08%	15

Other funds holding IYF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Beaumont Financial Advisors's IYF Position: Q4 2016 in Review

Beaumont Financial Advisors sold out of iShares US Financials ETF (IYF) in Q4 2016, closing a stake of 88,744 shares — an estimated $3.99M sold.

Beaumont Financial Advisors first reported a position in IYF in Q3 2013 and held it in 5 quarters. The position peaked at $23.4M in Q3 2013. 190 funds tracked by Wall St. Rank hold IYF as of Q4 2016.

Beaumont Financial Advisors reported no remaining iShares US Financials ETF position as of Q4 2016 after selling out during the quarter.
Beaumont Financial Advisors sold 88,744 iShares US Financials ETF shares in Q4 2016, an estimated $3.99M.
Beaumont Financial Advisors first reported a position in iShares US Financials ETF in Q3 2013 and held it in 5 quarters.
Beaumont Financial Advisors's iShares US Financials ETF position peaked at $23.4M in Q3 2013.
190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2016.

Based on Beaumont Financial Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.