Beaumont Financial Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-3,007	Closed	-$219K	–	168
2014 Q3	$219K	Hold	3,007	–	–	0.01%	151
2014 Q2	$218K	Sell	3,007 -1,198	-28%	-$85.7K	0.02%	155
2014 Q1	$295K	Sell	4,205 -900	-18%	-$61.5K	0.02%	116
2013 Q4	$349K	Sell	5,105 -31,132	-86%	-$2.08M	0.03%	118
2013 Q3	$2.3M	Sell	36,237 -1,691	-4%	-$109K	0.2%	84
2013 Q2	$2.38M	Buy	+37,928	New	+$2.42M	0.22%	85

Other funds holding LGLV

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Beaumont Financial Advisors's LGLV Position: Q4 2014 in Review

Beaumont Financial Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2014, closing a stake of 3,007 shares — an estimated $219K sold.

Beaumont Financial Advisors first reported a position in LGLV in Q2 2013 and held it in 6 quarters. The position peaked at $2.38M in Q2 2013. 9 funds tracked by Wall St. Rank hold LGLV as of Q4 2014.

Beaumont Financial Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2014 after selling out during the quarter.
Beaumont Financial Advisors sold 3,007 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2014, an estimated $219K.
Beaumont Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2013 and held it in 6 quarters.
Beaumont Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.38M in Q2 2013.
9 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2014.

Based on Beaumont Financial Advisors's 13F filing for Q4 2014, filed 28 Jan 2015.