Envestnet Asset Management
BEAM

Envestnet Asset Management’s BEAM INC COM STK (DE) BEAM Stock Holding History

Envestnet Asset Management’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
-126
Closed -$10K – 2908
2014
Q1 		$10K Buy
126
+90
+250% +$7.32K ﹤0.01% 1909
2013
Q4 		$2K Sell
36
-2,489
-99% -$168K ﹤0.01% 2310
2013
Q3 		$163K Sell
2,525
-1,004
-28% -$64.4K ﹤0.01% 848
2013
Q2 		$223K Buy
+3,529
New +$229K ﹤0.01% 781

Envestnet Asset Management's BEAM Position: Q2 2014 in Review

Envestnet Asset Management sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 126 shares — an estimated $10K sold.

Envestnet Asset Management first reported a position in BEAM in Q2 2013 and held it in 4 quarters. The position peaked at $223K in Q2 2013. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Envestnet Asset Management reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 126 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $10K.
  • Envestnet Asset Management first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
  • Envestnet Asset Management's BEAM INC COM STK (DE) position peaked at $223K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Envestnet Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.