MSFP
BEAM

Mark Sheptoff Financial Planning’s BEAM INC COM STK (DE) BEAM Stock Holding History

Mark Sheptoff Financial Planning’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
-1,600
Closed -$133K – 386
2014
Q1 		$133K Buy
+1,600
New +$130K 0.12% 125

Mark Sheptoff Financial Planning's BEAM Position: Q2 2014 in Review

Mark Sheptoff Financial Planning sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 1,600 shares — an estimated $133K sold.

Mark Sheptoff Financial Planning first reported a position in BEAM in Q1 2014 and held it in 1 quarter. The position peaked at $133K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Mark Sheptoff Financial Planning reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,600 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $133K.
  • Mark Sheptoff Financial Planning first reported a position in BEAM INC COM STK (DE) in Q1 2014 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's BEAM INC COM STK (DE) position peaked at $133K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2014, filed 13 Aug 2014.