Beaumont Financial Advisors’s iShares MSCI Japan Small-Cap ETF SCJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-43,454	Closed	-$2.83M	–	241
2018 Q4	$2.83M	Buy	+43,454	New	+$3.08M	0.46%	47
2018 Q3	–	Sell	-41,101	Closed	-$3.21M	–	242
2018 Q2	$3.21M	Buy	41,101 +730	+2%	+$59.2K	0.34%	61
2018 Q1	$3.31M	Buy	+40,371	New	+$3.28M	0.37%	58
2017 Q4	–	Sell	-19,752	Closed	-$1.47M	–	199
2017 Q3	$1.47M	Sell	19,752 -691	-3%	-$49.7K	0.18%	85
2017 Q2	$1.43M	Buy	+20,443	New	+$1.4M	0.19%	86

Other funds holding SCJ

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

VIM

VCU Investment Management Richmond, Virginia $68.6M AUM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

SCI

S&CO Inc Boston, Massachusetts $1.61B AUM 21.39% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Beaumont Financial Advisors's SCJ Position: Q1 2019 in Review

Beaumont Financial Advisors sold out of iShares MSCI Japan Small-Cap ETF (SCJ) in Q1 2019, closing a stake of 43,454 shares — an estimated $2.83M sold.

Beaumont Financial Advisors first reported a position in SCJ in Q2 2017 and held it in 5 quarters. The position peaked at $3.31M in Q1 2018. 37 funds tracked by Wall St. Rank hold SCJ as of Q1 2019.

Beaumont Financial Advisors reported no remaining iShares MSCI Japan Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 43,454 iShares MSCI Japan Small-Cap ETF shares in Q1 2019, an estimated $2.83M.
Beaumont Financial Advisors first reported a position in iShares MSCI Japan Small-Cap ETF in Q2 2017 and held it in 5 quarters.
Beaumont Financial Advisors's iShares MSCI Japan Small-Cap ETF position peaked at $3.31M in Q1 2018.
37 funds tracked by Wall St. Rank held iShares MSCI Japan Small-Cap ETF as of Q1 2019.

Based on Beaumont Financial Advisors's 13F filing for Q1 2019, filed 6 May 2019.