PI
IPU

Placemark Investments’s SPDR S&P International Utilities Sector IPU Stock Holding History

Placemark Investments’s Portfolio IPU Stock Details IPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-25,017
Closed -$482K – 1701
2014
Q1 		$482K Buy
+25,017
New +$458K 0.01% 1147

Other funds holding IPU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAG
Tactical Allocation Group Birmingham, Michigan $62.6M AUM 2.17% 1-Year Est. Return

Placemark Investments's IPU Position: Q2 2014 in Review

Placemark Investments sold out of SPDR S&P International Utilities Sector (IPU) in Q2 2014, closing a stake of 25,017 shares — an estimated $482K sold.

Placemark Investments first reported a position in IPU in Q1 2014 and held it in 1 quarter. The position peaked at $482K in Q1 2014. 17 funds tracked by Wall St. Rank hold IPU as of Q2 2014.

  • Placemark Investments reported no remaining SPDR S&P International Utilities Sector position as of Q2 2014 after selling out during the quarter.
  • Placemark Investments sold 25,017 SPDR S&P International Utilities Sector shares in Q2 2014, an estimated $482K.
  • Placemark Investments first reported a position in SPDR S&P International Utilities Sector in Q1 2014 and held it in 1 quarter.
  • Placemark Investments's SPDR S&P International Utilities Sector position peaked at $482K in Q1 2014.
  • 17 funds tracked by Wall St. Rank held SPDR S&P International Utilities Sector as of Q2 2014.

Based on Placemark Investments's 13F filing for Q2 2014, filed 14 Aug 2014.