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Beaumont Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

Beaumont Financial Advisors’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-165,042
Closed -$16.8M – 174
2013
Q2 		$16.8M Buy
+165,042
New +$17.1M 1.56% 25

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Managed Account Advisors
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.3% 1-Year Est. Return
RW
Rand Wealth Baltimore, Maryland $893M AUM 9.85% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Beaumont Financial Advisors's VDC Position: Q3 2013 in Review

Beaumont Financial Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2013, closing a stake of 165,042 shares — an estimated $16.8M sold.

Beaumont Financial Advisors first reported a position in VDC in Q2 2013 and held it in 1 quarter. The position peaked at $16.8M in Q2 2013. 96 funds tracked by Wall St. Rank hold VDC as of Q3 2013.

  • Beaumont Financial Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q3 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 165,042 Vanguard Consumer Staples ETF shares in Q3 2013, an estimated $16.8M.
  • Beaumont Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q2 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's Vanguard Consumer Staples ETF position peaked at $16.8M in Q2 2013.
  • 96 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2013.

Based on Beaumont Financial Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.