Placemark Investments’s iShares Europe ETF IEV Stock Holding History

Placemark Investments’s Portfolio IEV Stock Details IEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$156K	Sell	3,713 -821	-18%	-$35.8K	﹤0.01%	1579
2014 Q3	$203K	Sell	4,534 -8,741	-66%	-$410K	﹤0.01%	1566
2014 Q2	$646K	Buy	13,275 +7,330	+123%	+$361K	0.01%	1069
2014 Q1	$287K	Buy	5,945 +1,790	+43%	+$84.5K	0.01%	1361
2013 Q4	$196K	Sell	4,155 -4,501	-52%	-$205K	﹤0.01%	1536
2013 Q3	$381K	Buy	+8,656	New	+$365K	0.01%	1229

Other funds holding IEV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Placemark Investments's IEV Position: Q4 2014 in Review

Placemark Investments reduced its iShares Europe ETF (IEV) stake by 18% in Q4 2014, selling an estimated $35.8K and leaving 3,713 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

Placemark Investments first reported a position in IEV in Q3 2013 and has held it in 6 quarters since. The position peaked at $646K in Q2 2014. 163 funds tracked by Wall St. Rank hold IEV as of Q4 2014.

Placemark Investments held 3,713 shares of iShares Europe ETF worth $156K as of Q4 2014.
Placemark Investments sold 821 iShares Europe ETF shares in Q4 2014, an estimated $35.8K.
iShares Europe ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1579 holding.
Placemark Investments first reported a position in iShares Europe ETF in Q3 2013 and has held it in 6 quarters since.
Placemark Investments's iShares Europe ETF position peaked at $646K in Q2 2014.
163 funds tracked by Wall St. Rank held iShares Europe ETF as of Q4 2014.

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