Beaumont Financial Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-25,118	Closed	-$1.41M	–	197
2016 Q4	$1.41M	Sell	25,118 -48,474	-66%	-$2.65M	0.21%	80
2016 Q3	$3.99M	Buy	73,592 +63,458	+626%	+$3.43M	0.63%	64
2016 Q2	$530K	Buy	+10,134	New	+$525K	0.09%	96
2015 Q1	–	Sell	-186,940	Closed	-$9.68M	–	159
2014 Q4	$9.68M	Sell	186,940 -238,162	-56%	-$12M	0.47%	61
2014 Q3	$21.1M	Sell	425,102 -62,726	-13%	-$3.13M	1.38%	34
2014 Q2	$24.2M	Buy	487,828 +102,590	+27%	+$4.93M	1.71%	23
2014 Q1	$18.3M	Buy	+385,238	New	+$17.9M	1.5%	24
2013 Q3	–	Sell	-191,286	Closed	-$7.72M	–	166
2013 Q2	$7.72M	Buy	+191,286	New	+$7.76M	0.71%	45

Other funds holding IYY

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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beaumont Financial Advisors's IYY Position: Q1 2017 in Review

Beaumont Financial Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2017, closing a stake of 25,118 shares — an estimated $1.41M sold.

Beaumont Financial Advisors first reported a position in IYY in Q2 2013 and held it in 8 quarters. The position peaked at $24.2M in Q2 2014. 108 funds tracked by Wall St. Rank hold IYY as of Q1 2017.

Beaumont Financial Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2017 after selling out during the quarter.
Beaumont Financial Advisors sold 25,118 iShares Dow Jones US ETF shares in Q1 2017, an estimated $1.41M.
Beaumont Financial Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 8 quarters.
Beaumont Financial Advisors's iShares Dow Jones US ETF position peaked at $24.2M in Q2 2014.
108 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2017.

Based on Beaumont Financial Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.