BFA
LSBG

Beaumont Financial Advisors’s Lake Sunapee Bank Group LSBG Stock Holding History

Beaumont Financial Advisors’s Portfolio LSBG Stock Details LSBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-10,034
Closed -$156K – 176
2014
Q3 		$156K Hold
10,034
– – 0.01% 156
2014
Q2 		$153K Hold
10,034
– – 0.01% 158
2014
Q1 		$148K Hold
10,034
– – 0.01% 127
2013
Q4 		$153K Hold
10,034
– – 0.01% 144
2013
Q3 		$136K Buy
+10,034
New +$140K 0.01% 147

Other funds holding LSBG

PSUF
People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
BI
Boulegeris Investments Sandy Springs, Georgia $200M AUM 7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of Lake Sunapee Bank Group (LSBG) in Q4 2014, closing a stake of 10,034 shares — an estimated $156K sold.

Beaumont Financial Advisors first reported a position in LSBG in Q3 2013 and held it in 5 quarters. The position peaked at $156K in Q3 2014. 37 funds tracked by Wall St. Rank hold LSBG as of Q4 2014.

  • Beaumont Financial Advisors reported no remaining Lake Sunapee Bank Group position as of Q4 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,034 Lake Sunapee Bank Group shares in Q4 2014, an estimated $156K.
  • Beaumont Financial Advisors first reported a position in Lake Sunapee Bank Group in Q3 2013 and held it in 5 quarters.
  • Beaumont Financial Advisors's Lake Sunapee Bank Group position peaked at $156K in Q3 2014.
  • 37 funds tracked by Wall St. Rank held Lake Sunapee Bank Group as of Q4 2014.

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