BFA
PDH

Beaumont Financial Advisors’s PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT PDH Stock Holding History

Beaumont Financial Advisors’s Portfolio PDH Stock Details PDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-25,355
Closed -$303K – 169
2013
Q3 		$303K Hold
25,355
– – 0.03% 123
2013
Q2 		$336K Buy
+25,355
New +$331K 0.03% 125

Other funds holding PDH

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CF
CNA Financial Chicago, Illinois $235M AUM 3.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beaumont Financial Advisors's PDH Position: Q4 2013 in Review

Beaumont Financial Advisors sold out of PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT (PDH) in Q4 2013, closing a stake of 25,355 shares — an estimated $303K sold.

Beaumont Financial Advisors first reported a position in PDH in Q2 2013 and held it in 2 quarters. The position peaked at $336K in Q2 2013. 46 funds tracked by Wall St. Rank hold PDH as of Q4 2013.

  • Beaumont Financial Advisors reported no remaining PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT position as of Q4 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 25,355 PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT shares in Q4 2013, an estimated $303K.
  • Beaumont Financial Advisors first reported a position in PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT in Q2 2013 and held it in 2 quarters.
  • Beaumont Financial Advisors's PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT position peaked at $336K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held PETROLOGISTICS LP UNIT LTD PARTNERSHIP INT as of Q4 2013.

Based on Beaumont Financial Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.