FHC
DSI icon

First Heartland Consultants’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-150
Closed -$5K – 239
2013
Q2 		$5K Buy
+150
New +$4.51K ﹤0.01% 367

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BP
Ballentine Partners Waltham, Massachusetts $7.18B AUM 21.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return

First Heartland Consultants's DSI Position: Q3 2013 in Review

First Heartland Consultants sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2013, closing a stake of 150 shares — an estimated $5K sold.

First Heartland Consultants first reported a position in DSI in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 70 funds tracked by Wall St. Rank hold DSI as of Q3 2013.

  • First Heartland Consultants reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 150 iShares MSCI KLD 400 Social ETF shares in Q3 2013, an estimated $5K.
  • First Heartland Consultants first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's iShares MSCI KLD 400 Social ETF position peaked at $5K in Q2 2013.
  • 70 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.