Placemark Investments’s Exponent EXPO Stock Holding History

Placemark Investments’s Portfolio EXPO Stock Details EXPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.39M	Buy	67,300 +3,996	+6%	+$77.5K	0.02%	725
2014 Q3	$1.12M	Buy	63,304 +24,076	+61%	+$442K	0.02%	804
2014 Q2	$724K	Sell	39,228 -5,308	-12%	-$94.8K	0.01%	1010
2014 Q1	$835K	Sell	44,536 -9,016	-17%	-$166K	0.02%	897
2013 Q4	$1.03M	Sell	53,552 -10,620	-17%	-$201K	0.02%	838
2013 Q3	$1.15M	Buy	64,172 +8,368	+15%	+$140K	0.02%	737
2013 Q2	$825K	Buy	+55,804	New	+$766K	0.02%	825

Other funds holding EXPO

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Placemark Investments's EXPO Position: Q4 2014 in Review

Placemark Investments increased its Exponent (EXPO) stake by 6.3% in Q4 2014, buying an estimated $77.5K and bringing the position to 67,300 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #725.

Placemark Investments first reported a position in EXPO in Q2 2013 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold EXPO as of Q4 2014.

Placemark Investments held 67,300 shares of Exponent worth $1.39M as of Q4 2014.
Placemark Investments bought 3,996 Exponent shares in Q4 2014, an estimated $77.5K.
Exponent made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #725 holding.
Placemark Investments first reported a position in Exponent in Q2 2013 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held Exponent as of Q4 2014.

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