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Beaumont Financial Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Beaumont Financial Advisors’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,932
Closed -$211K – 294
2019
Q4 		$211K Buy
1,932
+20
+1% +$2.16K 0.02% 264
2019
Q3 		$204K Buy
+1,912
New +$203K 0.02% 261

Other funds holding XAR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Beaumont Financial Advisors's XAR Position: Q1 2020 in Review

Beaumont Financial Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q1 2020, closing a stake of 1,932 shares — an estimated $211K sold.

Beaumont Financial Advisors first reported a position in XAR in Q3 2019 and held it in 2 quarters. The position peaked at $211K in Q4 2019. 183 funds tracked by Wall St. Rank hold XAR as of Q1 2020.

  • Beaumont Financial Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,932 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2020, an estimated $211K.
  • Beaumont Financial Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and held it in 2 quarters.
  • Beaumont Financial Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $211K in Q4 2019.
  • 183 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2020.

Based on Beaumont Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.