CIA
IPF

Choate Investment Advisors’s SPDR S&P International Financial Sector IPF Stock Holding History

Choate Investment Advisors’s Portfolio IPF Stock Details IPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-48,704
Closed -$1.13M – 306
2014
Q2 		$1.13M Buy
+48,704
New +$1.11M 0.07% 114

Other funds holding IPF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Choate Investment Advisors's IPF Position: Q3 2014 in Review

Choate Investment Advisors sold out of SPDR S&P International Financial Sector (IPF) in Q3 2014, closing a stake of 48,704 shares — an estimated $1.13M sold.

Choate Investment Advisors first reported a position in IPF in Q2 2014 and held it in 1 quarter. The position peaked at $1.13M in Q2 2014. 11 funds tracked by Wall St. Rank hold IPF as of Q3 2014.

  • Choate Investment Advisors reported no remaining SPDR S&P International Financial Sector position as of Q3 2014 after selling out during the quarter.
  • Choate Investment Advisors sold 48,704 SPDR S&P International Financial Sector shares in Q3 2014, an estimated $1.13M.
  • Choate Investment Advisors first reported a position in SPDR S&P International Financial Sector in Q2 2014 and held it in 1 quarter.
  • Choate Investment Advisors's SPDR S&P International Financial Sector position peaked at $1.13M in Q2 2014.
  • 11 funds tracked by Wall St. Rank held SPDR S&P International Financial Sector as of Q3 2014.

Based on Choate Investment Advisors's 13F filing for Q3 2014, filed 13 Nov 2014.