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Placemark Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Placemark Investments’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-27,970
Closed -$484K – 1661
2014
Q3 		$484K Buy
+27,970
New +$484K 0.01% 1182
2014
Q2 		– Sell
-20,615
Closed -$343K – 1650
2014
Q1 		$343K Buy
+20,615
New +$346K 0.01% 1283

Other funds holding IGV

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
FA
Financial Advantage Columbia, Maryland $65.2M AUM 14.55% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Placemark Investments's IGV Position: Q4 2014 in Review

Placemark Investments sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2014, closing a stake of 27,970 shares — an estimated $484K sold.

Placemark Investments first reported a position in IGV in Q1 2014 and held it in 2 quarters. The position peaked at $484K in Q3 2014. 79 funds tracked by Wall St. Rank hold IGV as of Q4 2014.

  • Placemark Investments reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 27,970 iShares Expanded Tech-Software Sector ETF shares in Q4 2014, an estimated $484K.
  • Placemark Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2014 and held it in 2 quarters.
  • Placemark Investments's iShares Expanded Tech-Software Sector ETF position peaked at $484K in Q3 2014.
  • 79 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2014.

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