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Placemark Investments’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Placemark Investments’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1.18M Buy
69,150
+38,028
+122% +$627K 0.02% 811
2014
Q3 		$509K Buy
+31,122
New +$507K 0.01% 1161

Other funds holding IGM

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
BOS
Bingham Osborn & Scarborough San Francisco, California $1.42B AUM 27.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Placemark Investments's IGM Position: Q4 2014 in Review

Placemark Investments increased its iShares Expanded Tech Sector ETF (IGM) stake by 122% in Q4 2014, buying an estimated $627K and bringing the position to 69,150 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #811.

Placemark Investments first reported a position in IGM in Q3 2014 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold IGM as of Q4 2014.

  • Placemark Investments held 69,150 shares of iShares Expanded Tech Sector ETF worth $1.18M as of Q4 2014.
  • Placemark Investments bought 38,028 iShares Expanded Tech Sector ETF shares in Q4 2014, an estimated $627K.
  • iShares Expanded Tech Sector ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #811 holding.
  • Placemark Investments first reported a position in iShares Expanded Tech Sector ETF in Q3 2014 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q4 2014.

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