Robert N. Shapiro’s BEAM INC COM STK (DE) BEAM Stock Holding History

Robert N. Shapiro’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
2013 Q4	–	Sell	-50	Closed	-$3K	–	1027
2013 Q3	$3K	Sell	50 -100	-67%	-$6.42K	﹤0.01%	965
2013 Q2	$9K	Buy	+150	New	+$9.72K	﹤0.01%	793

Other funds holding BEAM

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IIS

Ignis Investment Services Edinburgh, United Kingdom $29.9B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Robert N. Shapiro's BEAM Position: Q4 2013 in Review

Robert N. Shapiro sold out of BEAM INC COM STK (DE) (BEAM) in Q4 2013, closing a stake of 50 shares — an estimated $3K sold.

Robert N. Shapiro first reported a position in BEAM in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q2 2013. 482 funds tracked by Wall St. Rank hold BEAM as of Q4 2013.

Robert N. Shapiro reported no remaining BEAM INC COM STK (DE) position as of Q4 2013 after selling out during the quarter.
Robert N. Shapiro sold 50 BEAM INC COM STK (DE) shares in Q4 2013, an estimated $3K.
Robert N. Shapiro first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 2 quarters.
Robert N. Shapiro's BEAM INC COM STK (DE) position peaked at $9K in Q2 2013.
482 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.