Beaumont Financial Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-31,638	Closed	-$1.71M	–	257
2019 Q1	$1.71M	Buy	+31,638	New	+$1.7M	0.18%	87
2013 Q3	–	Sell	-7,927	Closed	-$456K	–	176
2013 Q2	$456K	Buy	+7,927	New	+$487K	0.04%	112

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Beaumont Financial Advisors's WIP Position: Q2 2019 in Review

Beaumont Financial Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2019, closing a stake of 31,638 shares — an estimated $1.71M sold.

Beaumont Financial Advisors first reported a position in WIP in Q2 2013 and held it in 2 quarters. The position peaked at $1.71M in Q1 2019. 86 funds tracked by Wall St. Rank hold WIP as of Q2 2019.

Beaumont Financial Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2019 after selling out during the quarter.
Beaumont Financial Advisors sold 31,638 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2019, an estimated $1.71M.
Beaumont Financial Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 2 quarters.
Beaumont Financial Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.71M in Q1 2019.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2019.

Based on Beaumont Financial Advisors's 13F filing for Q2 2019, filed 6 Aug 2019.