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Bellwether Investment Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-912
Closed -$40K – 213
2017
Q1 		$40K Hold
912
– – 0.11% 174
2016
Q4 		$38K Buy
+912
New +$36.9K 0.03% 316
2016
Q2 		$35K Buy
+912
New +$35.1K 0.04% 282

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bellwether Investment Group's DSI Position: Q2 2017 in Review

Bellwether Investment Group sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2017, closing a stake of 912 shares — an estimated $40K sold.

Bellwether Investment Group first reported a position in DSI in Q2 2016 and held it in 3 quarters. The position peaked at $40K in Q1 2017. 145 funds tracked by Wall St. Rank hold DSI as of Q2 2017.

  • Bellwether Investment Group reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 912 iShares MSCI KLD 400 Social ETF shares in Q2 2017, an estimated $40K.
  • Bellwether Investment Group first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's iShares MSCI KLD 400 Social ETF position peaked at $40K in Q1 2017.
  • 145 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.