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

Veritable’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	-5,040	Closed	-$420K	–	970
2014 Q1	$420K	Sell	5,040 -2,517	-33%	-$205K	0.01%	635
2013 Q4	$514K	Hold	7,557	–	–	0.01%	578
2013 Q3	$489K	Buy	7,557 +36	+0.5%	+$2.31K	0.01%	588
2013 Q2	$475K	Buy	+7,521	New	+$488K	0.01%	593

Veritable's BEAM Position: Q2 2014 in Review

Veritable sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 5,040 shares — an estimated $420K sold.

Veritable first reported a position in BEAM in Q2 2013 and held it in 4 quarters. The position peaked at $514K in Q4 2013. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

Veritable reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
Veritable sold 5,040 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $420K.
Veritable first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
Veritable's BEAM INC COM STK (DE) position peaked at $514K in Q4 2013.
0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Veritable's 13F filing for Q2 2014, filed 14 Aug 2014.