Parasol Investment Management’s SPDR SER TR SPDR RUSSELL/NOMURA SM CAP JAPAN ETF JSC Stock Holding History

Parasol Investment Management’s Portfolio JSC Stock Details JSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-700	Closed	-$34K	–	306
2014 Q4	$34K	Hold	700	–	–	0.02%	145
2014 Q3	$35K	Hold	700	–	–	0.02%	132
2014 Q2	$36K	Hold	700	–	–	0.02%	136
2014 Q1	$34K	Hold	700	–	–	0.02%	114
2013 Q4	$35K	Buy	+700	New	+$35.5K	0.02%	107

Other funds holding JSC

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Parasol Investment Management's JSC Position: Q1 2015 in Review

Parasol Investment Management sold out of SPDR SER TR SPDR RUSSELL/NOMURA SM CAP JAPAN ETF (JSC) in Q1 2015, closing a stake of 700 shares — an estimated $34K sold.

Parasol Investment Management first reported a position in JSC in Q4 2013 and held it in 5 quarters. The position peaked at $36K in Q2 2014. 17 funds tracked by Wall St. Rank hold JSC as of Q1 2015.

Parasol Investment Management reported no remaining SPDR SER TR SPDR RUSSELL/NOMURA SM CAP JAPAN ETF position as of Q1 2015 after selling out during the quarter.
Parasol Investment Management sold 700 SPDR SER TR SPDR RUSSELL/NOMURA SM CAP JAPAN ETF shares in Q1 2015, an estimated $34K.
Parasol Investment Management first reported a position in SPDR SER TR SPDR RUSSELL/NOMURA SM CAP JAPAN ETF in Q4 2013 and held it in 5 quarters.
Parasol Investment Management's SPDR SER TR SPDR RUSSELL/NOMURA SM CAP JAPAN ETF position peaked at $36K in Q2 2014.
17 funds tracked by Wall St. Rank held SPDR SER TR SPDR RUSSELL/NOMURA SM CAP JAPAN ETF as of Q1 2015.

Based on Parasol Investment Management's 13F filing for Q1 2015, filed 15 May 2015.