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Placemark Investments’s WisdomTree US LargeCap Fund EPS Stock Holding History

Placemark Investments’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$4.35M Buy
181,371
+1,380
+0.8% +$32.3K 0.08% 323
2014
Q3 		$4.13M Buy
179,991
+9,102
+5% +$209K 0.08% 315
2014
Q2 		$3.89M Sell
170,889
-2,712
-2% -$60.1K 0.07% 342
2014
Q1 		$3.79M Sell
173,601
-435
-0.2% -$9.26K 0.07% 323
2013
Q4 		$3.74M Buy
174,036
+6,315
+4% +$130K 0.06% 370
2013
Q3 		$3.28M Buy
167,721
+109,902
+190% +$2.14M 0.06% 365
2013
Q2 		$1.08M Buy
+57,819
New +$1.08M 0.02% 719

Other funds holding EPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Placemark Investments's EPS Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree US LargeCap Fund (EPS) stake by 0.77% in Q4 2014, buying an estimated $32.3K and bringing the position to 181,371 shares worth $4.35M. The position accounts for 0.08% of the portfolio, ranked #323.

Placemark Investments first reported a position in EPS in Q2 2013 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold EPS as of Q4 2014.

  • Placemark Investments held 181,371 shares of WisdomTree US LargeCap Fund worth $4.35M as of Q4 2014.
  • Placemark Investments bought 1,380 WisdomTree US LargeCap Fund shares in Q4 2014, an estimated $32.3K.
  • WisdomTree US LargeCap Fund made up 0.08% of Placemark Investments's portfolio in Q4 2014, its #323 holding.
  • Placemark Investments first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 7 quarters since.
  • 28 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2014.

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