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Placemark Investments’s iShares MSCI New Zealand ETF ENZL Stock Holding History

Placemark Investments’s Portfolio ENZL Stock Details ENZL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$735K Sell
18,375
-1,681
-8% -$66.8K 0.01% 1019
2014
Q3 		$774K Buy
+20,056
New +$815K 0.01% 990
2013
Q3 		– Sell
-7,395
Closed -$249K – 1570
2013
Q2 		$249K Buy
+7,395
New +$273K 0.01% 1366

Other funds holding ENZL

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Placemark Investments's ENZL Position: Q4 2014 in Review

Placemark Investments reduced its iShares MSCI New Zealand ETF (ENZL) stake by 8.4% in Q4 2014, selling an estimated $66.8K and leaving 18,375 shares worth $735K. The position accounts for 0.01% of the portfolio, ranked #1019.

Placemark Investments first reported a position in ENZL in Q2 2013 and has held it in 3 quarters since. The position peaked at $774K in Q3 2014. 41 funds tracked by Wall St. Rank hold ENZL as of Q4 2014.

  • Placemark Investments held 18,375 shares of iShares MSCI New Zealand ETF worth $735K as of Q4 2014.
  • Placemark Investments sold 1,681 iShares MSCI New Zealand ETF shares in Q4 2014, an estimated $66.8K.
  • iShares MSCI New Zealand ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1019 holding.
  • Placemark Investments first reported a position in iShares MSCI New Zealand ETF in Q2 2013 and has held it in 3 quarters since.
  • Placemark Investments's iShares MSCI New Zealand ETF position peaked at $774K in Q3 2014.
  • 41 funds tracked by Wall St. Rank held iShares MSCI New Zealand ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.