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Beaumont Financial Advisors’s Sinclair Inc SBGI Stock Holding History

Beaumont Financial Advisors’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-83,777
Closed -$2.99M – 149
2013
Q4 		$2.99M Sell
83,777
-8,098
-9% -$272K 0.25% 77
2013
Q3 		$3.08M Buy
91,875
+69,600
+312% +$1.96M 0.27% 77
2013
Q2 		$654K Buy
+22,275
New +$582K 0.06% 103

Other funds holding SBGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Roystone Capital Management New York $590M AUM 11.49% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
MDSL
M.D. Sass LLC New York $1.32B AUM 16.01% 1-Year Est. Return
GA
Glenhill Advisors New York $6.94M AUM 24.62% 1-Year Est. Return
JCMLC
JAT Capital Management LP (Connecticut) Greenwich, Connecticut $3.72B AUM 19.21% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Beaumont Financial Advisors's SBGI Position: Q1 2014 in Review

Beaumont Financial Advisors sold out of Sinclair Inc (SBGI) in Q1 2014, closing a stake of 83,777 shares — an estimated $2.99M sold.

Beaumont Financial Advisors first reported a position in SBGI in Q2 2013 and held it in 3 quarters. The position peaked at $3.08M in Q3 2013. 182 funds tracked by Wall St. Rank hold SBGI as of Q1 2014.

  • Beaumont Financial Advisors reported no remaining Sinclair Inc position as of Q1 2014 after selling out during the quarter.
  • Beaumont Financial Advisors sold 83,777 Sinclair Inc shares in Q1 2014, an estimated $2.99M.
  • Beaumont Financial Advisors first reported a position in Sinclair Inc in Q2 2013 and held it in 3 quarters.
  • Beaumont Financial Advisors's Sinclair Inc position peaked at $3.08M in Q3 2013.
  • 182 funds tracked by Wall St. Rank held Sinclair Inc as of Q1 2014.

Based on Beaumont Financial Advisors's 13F filing for Q1 2014, filed 7 May 2014.