WA
BEAM

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

WFG Advisors’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
-2,818
Closed -$235K – 2162
2014
Q1 		$235K Sell
2,818
-290
-9% -$23.6K 0.05% 398
2013
Q4 		$212K Sell
3,108
-222
-7% -$15K 0.03% 501
2013
Q3 		$215K Buy
3,330
+1,442
+76% +$92.6K 0.03% 463
2013
Q2 		$119K Buy
+1,888
New +$122K 0.02% 601

WFG Advisors's BEAM Position: Q2 2014 in Review

WFG Advisors sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 2,818 shares — an estimated $235K sold.

WFG Advisors first reported a position in BEAM in Q2 2013 and held it in 4 quarters. The position peaked at $235K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • WFG Advisors reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • WFG Advisors sold 2,818 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $235K.
  • WFG Advisors first reported a position in BEAM INC COM STK (DE) in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's BEAM INC COM STK (DE) position peaked at $235K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.