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Capital Directions Investment Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Capital Directions 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
2017
Q2 		– Sell
-144
Closed -$6K – 109
2017
Q1 		$6K Hold
144
– – ﹤0.01% 79
2016
Q4 		$6K Hold
144
– – ﹤0.01% 72
2016
Q3 		$6K Hold
144
– – ﹤0.01% 70
2016
Q2 		$6K Buy
+144
New +$5.54K ﹤0.01% 70

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $530B AUM 22.01% 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 $544B AUM 28.31% 1-Year Est. Return

Capital Directions Investment Advisors's DSI Position: Q2 2017 in Review

Capital Directions Investment Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q2 2017, closing a stake of 144 shares — an estimated $6K sold.

Capital Directions Investment Advisors first reported a position in DSI in Q2 2016 and held it in 4 quarters. The position peaked at $6K in Q1 2017. 145 funds tracked by Wall St. Rank hold DSI as of Q2 2017.

  • Capital Directions Investment Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 144 iShares MSCI KLD 400 Social ETF shares in Q2 2017, an estimated $6K.
  • Capital Directions Investment Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2016 and held it in 4 quarters.
  • Capital Directions Investment Advisors's iShares MSCI KLD 400 Social ETF position peaked at $6K in Q1 2017.
  • 145 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.