Placemark Investments’s iShares International Treasury Bond ETF IGOV Stock Holding History

Placemark Investments’s Portfolio IGOV Stock Details IGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$5.67M	Buy	117,062 +8,048	+7%	+$395K	0.1%	254
2014 Q3	$5.41M	Buy	109,014 +10,966	+11%	+$566K	0.1%	252
2014 Q2	$5.16M	Buy	98,048 +69,748	+246%	+$3.62M	0.09%	263
2014 Q1	$1.46M	Buy	28,300 +3,586	+15%	+$182K	0.03%	649
2013 Q4	$1.24M	Buy	24,714 +6,072	+33%	+$306K	0.02%	766
2013 Q3	$939K	Sell	18,642 -1,016	-5%	-$50.1K	0.02%	837
2013 Q2	$949K	Buy	+19,658	New	+$980K	0.02%	765

Other funds holding IGOV

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Placemark Investments's IGOV Position: Q4 2014 in Review

Placemark Investments increased its iShares International Treasury Bond ETF (IGOV) stake by 7.4% in Q4 2014, buying an estimated $395K and bringing the position to 117,062 shares worth $5.67M. The position accounts for 0.1% of the portfolio, ranked #254.

Placemark Investments first reported a position in IGOV in Q2 2013 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold IGOV as of Q4 2014.

Placemark Investments held 117,062 shares of iShares International Treasury Bond ETF worth $5.67M as of Q4 2014.
Placemark Investments bought 8,048 iShares International Treasury Bond ETF shares in Q4 2014, an estimated $395K.
iShares International Treasury Bond ETF made up 0.1% of Placemark Investments's portfolio in Q4 2014, its #254 holding.
Placemark Investments first reported a position in iShares International Treasury Bond ETF in Q2 2013 and has held it in 7 quarters since.
82 funds tracked by Wall St. Rank held iShares International Treasury Bond ETF as of Q4 2014.

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