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Bel Air Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bel Air Investment Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$486K Hold
15,420
– – 0.07% 78
2013
Q2 		$465K Buy
+15,420
New +$463K 0.07% 82

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return

Bel Air Investment Advisors's DSI Position: Q3 2013 in Review

Bel Air Investment Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q3 2013 at 15,420 shares worth $486K. The position accounts for 0.07% of the portfolio, ranked #78.

Bel Air Investment Advisors first reported a position in DSI in Q2 2013 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold DSI as of Q3 2013.

  • Bel Air Investment Advisors held 15,420 shares of iShares MSCI KLD 400 Social ETF worth $486K as of Q3 2013.
  • Bel Air Investment Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q3 2013.
  • iShares MSCI KLD 400 Social ETF made up 0.07% of Bel Air Investment Advisors's portfolio in Q3 2013, its #78 holding.
  • Bel Air Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2013 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.