Howe & Rusling’s BEAM INC COM STK (DE) BEAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-324
Closed -$27K 990
2014
Q1
$27K Sell
324
-300
-48% -$24.4K 0.01% 412
2013
Q4
$42K Buy
+624
New +$42.2K 0.01% 322
2013
Q3
Sell
-624
Closed -$39K 951
2013
Q2
$39K Buy
+624
New +$40.4K 0.01% 377

Howe & Rusling's BEAM Position: Q2 2014 in Review

Howe & Rusling sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 324 shares — an estimated $27K sold.

Howe & Rusling first reported a position in BEAM in Q2 2013 and held it in 3 quarters. The position peaked at $42K in Q4 2013. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Howe & Rusling reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Howe & Rusling sold 324 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $27K.
  • Howe & Rusling first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 3 quarters.
  • Howe & Rusling's BEAM INC COM STK (DE) position peaked at $42K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Howe & Rusling's 13F filing for Q2 2014, filed 31 Jul 2014.