LPL Financial
BEAM

LPL Financial’s BEAM INC COM STK (DE) BEAM Stock Holding History

LPL Financial’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
-8,640
Closed -$720K – 2822
2014
Q1 		$720K Sell
8,640
-3,402
-28% -$277K ﹤0.01% 1473
2013
Q4 		$820K Buy
12,042
+3,619
+43% +$245K 0.01% 1375
2013
Q3 		$576K Buy
8,423
+212
+3% +$13.6K ﹤0.01% 1547
2013
Q2 		$518K Buy
+8,211
New +$532K ﹤0.01% 1542

LPL Financial's BEAM Position: Q2 2014 in Review

LPL Financial sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 8,640 shares — an estimated $720K sold.

LPL Financial first reported a position in BEAM in Q2 2013 and held it in 4 quarters. The position peaked at $820K in Q4 2013. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • LPL Financial reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • LPL Financial sold 8,640 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $720K.
  • LPL Financial first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
  • LPL Financial's BEAM INC COM STK (DE) position peaked at $820K in Q4 2013.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on LPL Financial's 13F filing for Q2 2014, filed 5 Aug 2014.