Loomis, Sayles & Company
DSI icon

Loomis, Sayles & Company’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Loomis, Sayles & Company’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
2019
Q3 		– Sell
-26
Closed -$1K – 703
2019
Q2 		$1K Buy
+26
New +$1.4K ﹤0.01% 557

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Loomis, Sayles & Company's DSI Position: Q3 2019 in Review

Loomis, Sayles & Company sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q3 2019, closing a stake of 26 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in DSI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 269 funds tracked by Wall St. Rank hold DSI as of Q3 2019.

  • Loomis, Sayles & Company reported no remaining iShares MSCI KLD 400 Social ETF position as of Q3 2019 after selling out during the quarter.
  • Loomis, Sayles & Company sold 26 iShares MSCI KLD 400 Social ETF shares in Q3 2019, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and held it in 1 quarter.
  • Loomis, Sayles & Company's iShares MSCI KLD 400 Social ETF position peaked at $1K in Q2 2019.
  • 269 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2019.

Based on Loomis, Sayles & Company's 13F filing for Q3 2019, filed 13 Nov 2019.