Placemark Investments’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History

Placemark Investments’s Portfolio IEI Stock Details IEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$4.91M	Buy	40,123 +4,801	+14%	+$588K	0.09%	289
2014 Q3	$4.29M	Buy	35,322 +15,126	+75%	+$1.84M	0.08%	305
2014 Q2	$2.46M	Sell	20,196 -1,249	-6%	-$152K	0.04%	491
2014 Q1	$2.59M	Buy	21,445 +15,006	+233%	+$1.82M	0.05%	444
2013 Q4	$774K	Sell	6,439 -833,211	-99%	-$101M	0.01%	956
2013 Q3	$102M	Buy	839,650 +832,010	+10,890%	+$100M	1.93%	2
2013 Q2	$923K	Buy	+7,640	New	+$939K	0.02%	778

Other funds holding IEI

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Placemark Investments's IEI Position: Q4 2014 in Review

Placemark Investments increased its iShares 3-7 Year Treasury Bond ETF (IEI) stake by 14% in Q4 2014, buying an estimated $588K and bringing the position to 40,123 shares worth $4.91M. The position accounts for 0.09% of the portfolio, ranked #289.

Placemark Investments first reported a position in IEI in Q2 2013 and has held it in 7 quarters since. The position peaked at $102M in Q3 2013. 186 funds tracked by Wall St. Rank hold IEI as of Q4 2014.

Placemark Investments held 40,123 shares of iShares 3-7 Year Treasury Bond ETF worth $4.91M as of Q4 2014.
Placemark Investments bought 4,801 iShares 3-7 Year Treasury Bond ETF shares in Q4 2014, an estimated $588K.
iShares 3-7 Year Treasury Bond ETF made up 0.09% of Placemark Investments's portfolio in Q4 2014, its #289 holding.
Placemark Investments first reported a position in iShares 3-7 Year Treasury Bond ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's iShares 3-7 Year Treasury Bond ETF position peaked at $102M in Q3 2013.
186 funds tracked by Wall St. Rank held iShares 3-7 Year Treasury Bond ETF as of Q4 2014.

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