Beaumont Financial Partners, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 1,217,725
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/7/2014 | 128 | 1,217,725 | 13F-HR | Beaumont Financial Partners, LLC |
| Q4 2013 | 2/6/2014 | 148 | 1,215,322 | 13F-HR | Beaumont Financial Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 273 K | 22.4% | 0 | 24.22 K | -24.22 K |
| ETFs | 904.8 K | 74.3% | 21.63 K | 0 | 21.63 K |
| Debt | 39.99 K | 3.3% | 4.996 K | 0 | 4.996 K |
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Fund Snapshot
Q1 2014
Latest filed
5/7/2014
Total value ($000)
1,217,725
Holdings
128
QoQ value change ($000)
2,403
(0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.