BSW
BEAM

Buckingham Strategic Wealth’s BEAM INC COM STK (DE) BEAM Stock Holding History

Buckingham Strategic Wealth’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,329
Closed -$361K – 187
2014
Q1 		$361K Sell
4,329
-100
-2% -$8.13K 0.17% 90
2013
Q4 		$301K Buy
+4,429
New +$299K 0.14% 105

Buckingham Strategic Wealth's BEAM Position: Q2 2014 in Review

Buckingham Strategic Wealth sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 4,329 shares — an estimated $361K sold.

Buckingham Strategic Wealth first reported a position in BEAM in Q4 2013 and held it in 2 quarters. The position peaked at $361K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Buckingham Strategic Wealth reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,329 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $361K.
  • Buckingham Strategic Wealth first reported a position in BEAM INC COM STK (DE) in Q4 2013 and held it in 2 quarters.
  • Buckingham Strategic Wealth's BEAM INC COM STK (DE) position peaked at $361K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2014, filed 28 Jul 2014.