Miller Howard Investments’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Miller Howard Investments’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 Q1	–	Sell	-35,456	Closed	-$1.65M	–	151
2018 Q4	$1.65M	Buy	+35,456	New	+$1.75M	0.05%	134

Other funds holding DSI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JMPWA

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Miller Howard Investments's DSI Position: Q1 2019 in Review

Miller Howard Investments sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2019, closing a stake of 35,456 shares — an estimated $1.65M sold.

Miller Howard Investments first reported a position in DSI in Q4 2018 and held it in 1 quarter. The position peaked at $1.65M in Q4 2018. 247 funds tracked by Wall St. Rank hold DSI as of Q1 2019.

Miller Howard Investments reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2019 after selling out during the quarter.
Miller Howard Investments sold 35,456 iShares MSCI KLD 400 Social ETF shares in Q1 2019, an estimated $1.65M.
Miller Howard Investments first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2018 and held it in 1 quarter.
Miller Howard Investments's iShares MSCI KLD 400 Social ETF position peaked at $1.65M in Q4 2018.
247 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2019.

Based on Miller Howard Investments's 13F filing for Q1 2019, filed 22 Apr 2019.