Beaumont Financial Partners, LLC Buys Fidelity MSCI Health Care Index, First Trust North American Energy Infrastructure F, Central Fund of Canada, Sells American International Group Inc, iShares Core U.S. Aggregate Bond, SPDR Select Sector Fund - Utilitie

Needham, MA, based Investment company Beaumont Financial Partners, LLC buys Fidelity MSCI Health Care Index, First Trust North American Energy Infrastructure F, Central Fund of Canada, Charter Communications Inc, Dominion Energy Inc, iShares China Large-Cap, O'Shares FTSE U.S. Quality Dividend, United Technologies Corp, SPDR Select Sector Fund - Financial, SPDR Select Sector Fund - Consumer Discretionary, sells American International Group Inc, iShares Core U.S. Aggregate Bond, SPDR Select Sector Fund - Utilities, iShares National Muni Bond, Real Estate Select Sector SPDR Fund (The) during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Beaumont Financial Partners, LLC. As of 2018-03-31, Beaumont Financial Partners, LLC owns 186 stocks with a total value of $649 million. These are the details of the buys and sells.

For the details of Beaumont Financial Partners, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Beaumont+Financial+Partners%2C+LLC

These are the top 5 holdings of Beaumont Financial Partners, LLC
  1. Fidelity MSCI Health Care Index (FHLC) - 919,529 shares, 5.64% of the total portfolio. New Position
  2. iShares Core S&P Mid-Cap (IJH) - 167,566 shares, 4.84% of the total portfolio. Shares added by 4.76%
  3. iShares S&P Small-Cap 600 Growth ETF (IJT) - 172,589 shares, 4.62% of the total portfolio. Shares added by 2.53%
  4. Vanguard FTSE Emerging Markets (VWO) - 464,767 shares, 3.36% of the total portfolio. Shares added by 11.20%
  5. iShares Core U.S. Aggregate Bond (AGG) - 192,744 shares, 3.18% of the total portfolio. Shares reduced by 31.36%
New Purchase: Fidelity MSCI Health Care Index (FHLC)

Beaumont Financial Partners, LLC initiated holding in Fidelity MSCI Health Care Index. The purchase prices were between $39.07 and $44.26, with an estimated average price of $41.4. The stock is now traded at around $40.53. The impact to a portfolio due to this purchase was 5.64%. The holding were 919,529 shares as of 2018-03-31.

New Purchase: First Trust North American Energy Infrastructure F (EMLP)

Beaumont Financial Partners, LLC initiated holding in First Trust North American Energy Infrastructure F. The purchase prices were between $21.49 and $24.98, with an estimated average price of $23.47. The stock is now traded at around $22.77. The impact to a portfolio due to this purchase was 1.45%. The holding were 431,127 shares as of 2018-03-31.

New Purchase: Central Fund of Canada Ltd (CEF)

Beaumont Financial Partners, LLC initiated holding in Central Fund of Canada Ltd. The purchase prices were between $13.04 and $13.76, with an estimated average price of $13.36. The stock is now traded at around $13.42. The impact to a portfolio due to this purchase was 1.29%. The holding were 634,906 shares as of 2018-03-31.

New Purchase: Charter Communications Inc (CHTR)

Beaumont Financial Partners, LLC initiated holding in Charter Communications Inc. The purchase prices were between $306.26 and $387.5, with an estimated average price of $351.59. The stock is now traded at around $271.65. The impact to a portfolio due to this purchase was 0.7%. The holding were 14,505 shares as of 2018-03-31.

New Purchase: iShares China Large-Cap (FXI)

Beaumont Financial Partners, LLC initiated holding in iShares China Large-Cap. The purchase prices were between $45.97 and $54, with an estimated average price of $49.1. The stock is now traded at around $48.19. The impact to a portfolio due to this purchase was 0.58%. The holding were 79,175 shares as of 2018-03-31.

New Purchase: iShares Inc MSCI Taiwan (EWT)

Beaumont Financial Partners, LLC initiated holding in iShares Inc MSCI Taiwan. The purchase prices were between $35.2 and $39.32, with an estimated average price of $37.71. The stock is now traded at around $37.34. The impact to a portfolio due to this purchase was 0.51%. The holding were 85,911 shares as of 2018-03-31.

Added: Dominion Energy Inc (D)

Beaumont Financial Partners, LLC added to a holding in Dominion Energy Inc by 1771.53%. The purchase prices were between $67.3 and $80.28, with an estimated average price of $73.84. The stock is now traded at around $64.42. The impact to a portfolio due to this purchase was 0.6%. The holding were 60,488 shares as of 2018-03-31.

Added: O'Shares FTSE U.S. Quality Dividend (OUSA)

Beaumont Financial Partners, LLC added to a holding in O'Shares FTSE U.S. Quality Dividend by 30.85%. The purchase prices were between $29.73 and $33.39, with an estimated average price of $31.5. The stock is now traded at around $30.71. The impact to a portfolio due to this purchase was 0.58%. The holding were 523,807 shares as of 2018-03-31.

Added: United Technologies Corp (UTX)

Beaumont Financial Partners, LLC added to a holding in United Technologies Corp by 509.45%. The purchase prices were between $122.31 and $138.32, with an estimated average price of $131.23. The stock is now traded at around $124.89. The impact to a portfolio due to this purchase was 0.58%. The holding were 35,586 shares as of 2018-03-31.

Added: SPDR Select Sector Fund - Financial (XLF)

Beaumont Financial Partners, LLC added to a holding in SPDR Select Sector Fund - Financial by 83.57%. The purchase prices were between $26.82 and $30.17, with an estimated average price of $28.79. The stock is now traded at around $28.42. The impact to a portfolio due to this purchase was 0.56%. The holding were 289,836 shares as of 2018-03-31.

Added: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Beaumont Financial Partners, LLC added to a holding in SPDR Select Sector Fund - Consumer Discretionary by 83.15%. The purchase prices were between $99.89 and $109, with an estimated average price of $104.24. The stock is now traded at around $104.98. The impact to a portfolio due to this purchase was 0.55%. The holding were 77,524 shares as of 2018-03-31.

Added: SPDR Select Sector Fund - Industrial (XLI)

Beaumont Financial Partners, LLC added to a holding in SPDR Select Sector Fund - Industrial by 83.29%. The purchase prices were between $72.74 and $80.66, with an estimated average price of $77.06. The stock is now traded at around $74.99. The impact to a portfolio due to this purchase was 0.54%. The holding were 103,945 shares as of 2018-03-31.

Sold Out: American International Group Inc (AIG)

Beaumont Financial Partners, LLC sold out a holding in American International Group Inc. The sale prices were between $53.41 and $64.8, with an estimated average price of $59.09.

Sold Out: SPDR Select Sector Fund - Utilities (XLU)

Beaumont Financial Partners, LLC sold out a holding in SPDR Select Sector Fund - Utilities. The sale prices were between $47.56 and $52.19, with an estimated average price of $49.93.

Sold Out: Real Estate Select Sector SPDR Fund (The) (XLRE)

Beaumont Financial Partners, LLC sold out a holding in Real Estate Select Sector SPDR Fund (The). The sale prices were between $29.4 and $32.76, with an estimated average price of $31.04.

Sold Out: iShares U.S. Aerospace & Defense (ITA)

Beaumont Financial Partners, LLC sold out a holding in iShares U.S. Aerospace & Defense. The sale prices were between $188.35 and $205.3, with an estimated average price of $198.29.

Sold Out: iShares S&P India Nifty 50 Index Fund (INDY)

Beaumont Financial Partners, LLC sold out a holding in iShares S&P India Nifty 50 Index Fund. The sale prices were between $34.23 and $39.29, with an estimated average price of $36.72.

Sold Out: iShares Inc MSCI South Korea (EWY)

Beaumont Financial Partners, LLC sold out a holding in iShares Inc MSCI South Korea. The sale prices were between $68.93 and $79.04, with an estimated average price of $75.15.



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