BFA
XLFS

Beaumont Financial Advisors’s Financial Services Select Sector SPDR Fund XLFS Stock Holding History

Beaumont Financial Advisors’s Portfolio XLFS Stock Details XLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-477,313
Closed -$14.5M – 170
2016
Q3 		$14.5M Buy
+477,313
New +$14.4M 2.3% 6

Beaumont Financial Advisors's XLFS Position: Q4 2016 in Review

Beaumont Financial Advisors sold out of Financial Services Select Sector SPDR Fund (XLFS) in Q4 2016, closing a stake of 477,313 shares — an estimated $14.5M sold.

Beaumont Financial Advisors first reported a position in XLFS in Q3 2016 and held it in 1 quarter. The position peaked at $14.5M in Q3 2016. 0 funds tracked by Wall St. Rank hold XLFS as of Q4 2016.

  • Beaumont Financial Advisors reported no remaining Financial Services Select Sector SPDR Fund position as of Q4 2016 after selling out during the quarter.
  • Beaumont Financial Advisors sold 477,313 Financial Services Select Sector SPDR Fund shares in Q4 2016, an estimated $14.5M.
  • Beaumont Financial Advisors first reported a position in Financial Services Select Sector SPDR Fund in Q3 2016 and held it in 1 quarter.
  • Beaumont Financial Advisors's Financial Services Select Sector SPDR Fund position peaked at $14.5M in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Financial Services Select Sector SPDR Fund as of Q4 2016.

Based on Beaumont Financial Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.