Placemark Investments’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$240K Buy
10,321
+1,019
+11% +$24.1K ﹤0.01% 1491
2014
Q3
$225K Buy
9,302
+917
+11% +$22.3K ﹤0.01% 1518
2014
Q2
$206K Buy
+8,385
New +$202K ﹤0.01% 1557

Other funds holding HVPW

Placemark Investments's HVPW Position: Q4 2014 in Review

Placemark Investments increased its U.S. Equity High Volatility Put Write Index Fund (HVPW) stake by 11% in Q4 2014, buying an estimated $24.1K and bringing the position to 10,321 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Placemark Investments first reported a position in HVPW in Q2 2014 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold HVPW as of Q4 2014.

  • Placemark Investments held 10,321 shares of U.S. Equity High Volatility Put Write Index Fund worth $240K as of Q4 2014.
  • Placemark Investments bought 1,019 U.S. Equity High Volatility Put Write Index Fund shares in Q4 2014, an estimated $24.1K.
  • U.S. Equity High Volatility Put Write Index Fund made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1491 holding.
  • Placemark Investments first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q2 2014 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q4 2014.

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