BCIM
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British Columbia Investment Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

British Columbia Investment Management’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
2014
Q1 		– Sell
-30,000
Closed -$1.04M – 780
2013
Q4 		$1.04M Sell
30,000
-20,000
-40% -$661K 0.01% 610
2013
Q3 		$1.57M Sell
50,000
-24,000
-32% -$753K 0.01% 578
2013
Q2 		$2.23M Buy
+74,000
New +$2.22M 0.02% 536

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

British Columbia Investment Management's DSI Position: Q1 2014 in Review

British Columbia Investment Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2014, closing a stake of 30,000 shares — an estimated $1.04M sold.

British Columbia Investment Management first reported a position in DSI in Q2 2013 and held it in 3 quarters. The position peaked at $2.23M in Q2 2013. 76 funds tracked by Wall St. Rank hold DSI as of Q1 2014.

  • British Columbia Investment Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2014 after selling out during the quarter.
  • British Columbia Investment Management sold 30,000 iShares MSCI KLD 400 Social ETF shares in Q1 2014, an estimated $1.04M.
  • British Columbia Investment Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2013 and held it in 3 quarters.
  • British Columbia Investment Management's iShares MSCI KLD 400 Social ETF position peaked at $2.23M in Q2 2013.
  • 76 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2014.

Based on British Columbia Investment Management's 13F filing for Q1 2014, filed 15 Apr 2014.