National Penn Investors Trust’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
-3,240
Closed -$270K 199
2014
Q1
$270K Buy
3,240
+100
+3% +$8.13K 0.03% 161
2013
Q4
$213K Hold
3,140
0.02% 216
2013
Q3
$203K Buy
+3,140
New +$202K 0.02% 214

National Penn Investors Trust's BEAM Position: Q2 2014 in Review

National Penn Investors Trust sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 3,240 shares — an estimated $270K sold.

National Penn Investors Trust first reported a position in BEAM in Q3 2013 and held it in 3 quarters. The position peaked at $270K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • National Penn Investors Trust reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • National Penn Investors Trust sold 3,240 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $270K.
  • National Penn Investors Trust first reported a position in BEAM INC COM STK (DE) in Q3 2013 and held it in 3 quarters.
  • National Penn Investors Trust's BEAM INC COM STK (DE) position peaked at $270K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on National Penn Investors Trust's 13F filing for Q2 2014, filed 11 Aug 2014.