Beaumont Financial Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-8,830	Closed	-$355K	–	202
2016 Q4	$355K	Buy	+8,830	New	+$355K	0.05%	117
2015 Q4	–	Sell	-9,864	Closed	-$395K	–	149
2015 Q3	$395K	Hold	9,864	–	–	0.06%	99
2015 Q2	$395K	Buy	+9,864	New	+$395K	0.06%	99

Other funds holding ULST

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

SBL

Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return

Beaumont Financial Advisors's ULST Position: Q1 2017 in Review

Beaumont Financial Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2017, closing a stake of 8,830 shares — an estimated $355K sold.

Beaumont Financial Advisors first reported a position in ULST in Q2 2015 and held it in 3 quarters. The position peaked at $395K in Q3 2015. 13 funds tracked by Wall St. Rank hold ULST as of Q1 2017.

Beaumont Financial Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2017 after selling out during the quarter.
Beaumont Financial Advisors sold 8,830 State Street Ultra Short Term Bond ETF shares in Q1 2017, an estimated $355K.
Beaumont Financial Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q2 2015 and held it in 3 quarters.
Beaumont Financial Advisors's State Street Ultra Short Term Bond ETF position peaked at $395K in Q3 2015.
13 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2017.

Based on Beaumont Financial Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.