Granite Investment Partners’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Granite Investment Partners’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
2015 Q1	–	Sell	-5,604	Closed	-$215K	–	298
2014 Q4	$215K	Buy	+5,604	New	+$210K	0.02%	297

Other funds holding DSI

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

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

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

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

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

Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return

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

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

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

JMPWA

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

Granite Investment Partners's DSI Position: Q1 2015 in Review

Granite Investment Partners sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2015, closing a stake of 5,604 shares — an estimated $215K sold.

Granite Investment Partners first reported a position in DSI in Q4 2014 and held it in 1 quarter. The position peaked at $215K in Q4 2014. 89 funds tracked by Wall St. Rank hold DSI as of Q1 2015.

Granite Investment Partners reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2015 after selling out during the quarter.
Granite Investment Partners sold 5,604 iShares MSCI KLD 400 Social ETF shares in Q1 2015, an estimated $215K.
Granite Investment Partners first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2014 and held it in 1 quarter.
Granite Investment Partners's iShares MSCI KLD 400 Social ETF position peaked at $215K in Q4 2014.
89 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2015.

Based on Granite Investment Partners's 13F filing for Q1 2015, filed 12 May 2015.