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Name: |
Beaumont Financial Advisors LLC |
City: |
NEEDHAM |
State: |
DE |
Zip: |
02494 |
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data |
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Holdings
Found :
9 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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ANSS |
ANSYS Inc |
366 |
Closed |
$325.86 |
$0 |
0 |
0% |
-216,000 |
-596 |
0 |
Technical & System So... |
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BCE |
BCE Inc (USA) |
365 |
Closed |
$34.17 |
$0 |
0 |
0% |
-211,000 |
-5,365 |
0 |
Telecom Services - Do... |
|
RSP |
Guggenheim ETF Trust - Gugg... |
364 |
Closed |
$166.73 |
$0 |
0 |
0% |
-332,000 |
-2,102 |
0 |
Closed - End Fund - E... |
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BKCC |
Blackrock Kelso Capital Corp |
363 |
Closed |
$3.68 |
$0 |
0 |
0% |
-117,000 |
-30,105 |
0 |
Credit Services |
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HAP |
Vaneck Vectors Natural Reso... |
369 |
Closed |
$52.74 |
$0 |
0 |
0% |
-12,418,000 |
-254,408 |
0 |
Closed - End Fund - Debt |
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BSV |
Vanguard Short-Term Bond |
362 |
Closed |
$76.30 |
$0 |
0 |
0% |
-311,000 |
-4,039 |
0 |
Closed - End Fund - E... |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
368 |
Closed |
$49.53 |
$0 |
0 |
0% |
-836,000 |
-17,936 |
0 |
Closed - End Fund - E... |
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HTGC |
Hercules Technology Growth ... |
361 |
Closed |
$19.31 |
$0 |
0 |
0% |
-235,000 |
-14,093 |
0 |
Asset Management |
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GLOB |
GLOBANT SA |
367 |
Closed |
$174.45 |
$0 |
0 |
0% |
-201,000 |
-843 |
0 |
N/A |
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