CT Financial Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CT Financial 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 Q1	$28.3K	Hold	652	–	–	0.02%	322
2016 Q4	$26.9K	Hold	652	–	–	0.02%	323
2016 Q3	$26.2K	Hold	652	–	–	0.02%	327
2016 Q2	$25.2K	Hold	652	–	–	0.02%	328
2016 Q1	$25K	Buy	+652	New	+$23.6K	0.01%	350

Other funds holding DSI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CT Financial Advisors's DSI Position: Q1 2017 in Review

CT Financial Advisors held its iShares MSCI KLD 400 Social ETF (DSI) position steady in Q1 2017 at 652 shares worth $28.3K. The position accounts for 0.02% of the portfolio, ranked #322.

CT Financial Advisors first reported a position in DSI in Q1 2016 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold DSI as of Q1 2017.

CT Financial Advisors held 652 shares of iShares MSCI KLD 400 Social ETF worth $28.3K as of Q1 2017.
CT Financial Advisors left its iShares MSCI KLD 400 Social ETF share count unchanged in Q1 2017.
iShares MSCI KLD 400 Social ETF made up 0.02% of CT Financial Advisors's portfolio in Q1 2017, its #322 holding.
CT Financial Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2016 and has held it in 5 quarters since.
143 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.