Placemark Investments’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Placemark Investments’s Portfolio EQL Stock Details EQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$463K	Buy	24,498 +1,977	+9%	+$36.6K	0.01%	1215
2014 Q3	$410K	Sell	22,521 -684	-3%	-$12.5K	0.01%	1249
2014 Q2	$423K	Sell	23,205 -6,570	-22%	-$116K	0.01%	1235
2014 Q1	$518K	Sell	29,775 -232,746	-89%	-$3.95M	0.01%	1108
2013 Q4	$4.47M	Buy	262,521 +235,041	+855%	+$3.86M	0.07%	315
2013 Q3	$430K	Sell	27,480 -1,830	-6%	-$28.5K	0.01%	1167
2013 Q2	$439K	Buy	+29,310	New	+$441K	0.01%	1095

Other funds holding EQL

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

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

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

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Placemark Investments's EQL Position: Q4 2014 in Review

Placemark Investments increased its ALPS Equal Sector Weight ETF (EQL) stake by 8.8% in Q4 2014, buying an estimated $36.6K and bringing the position to 24,498 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #1215.

Placemark Investments first reported a position in EQL in Q2 2013 and has held it in 7 quarters since. The position peaked at $4.47M in Q4 2013. 20 funds tracked by Wall St. Rank hold EQL as of Q4 2014.

Placemark Investments held 24,498 shares of ALPS Equal Sector Weight ETF worth $463K as of Q4 2014.
Placemark Investments bought 1,977 ALPS Equal Sector Weight ETF shares in Q4 2014, an estimated $36.6K.
ALPS Equal Sector Weight ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1215 holding.
Placemark Investments first reported a position in ALPS Equal Sector Weight ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's ALPS Equal Sector Weight ETF position peaked at $4.47M in Q4 2013.
20 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q4 2014.

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