Placemark Investments’s SPDR S&P International Telecommunications Sector IST Stock Holding History

Placemark Investments’s Portfolio IST Stock Details IST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$312K	Buy	+12,426	New	+$318K	0.01%	1390
2014 Q1	–	Sell	-17,121	Closed	-$508K	–	1700
2013 Q4	$508K	Buy	17,121 +1,379	+9%	+$39.3K	0.01%	1126
2013 Q3	$422K	Buy	15,742 +3,019	+24%	+$75K	0.01%	1177
2013 Q2	$295K	Buy	+12,723	New	+$307K	0.01%	1292

Other funds holding IST

RCYC

Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return

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

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

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

Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Placemark Investments's IST Position: Q4 2014 in Review

Placemark Investments opened a new position in SPDR S&P International Telecommunications Sector (IST) in Q4 2014: 12,426 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #1390 among its holdings. This is a return to the name: Placemark Investments previously reported a position in IST as recently as Q4 2013.

Placemark Investments first reported a position in IST in Q2 2013 and has held it in 4 quarters since. The position peaked at $508K in Q4 2013. 13 funds tracked by Wall St. Rank hold IST as of Q4 2014.

Placemark Investments held 12,426 shares of SPDR S&P International Telecommunications Sector worth $312K as of Q4 2014.
SPDR S&P International Telecommunications Sector was a new Placemark Investments position in Q4 2014.
SPDR S&P International Telecommunications Sector made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1390 holding.
Placemark Investments first reported a position in SPDR S&P International Telecommunications Sector in Q2 2013 and has held it in 4 quarters since.
Placemark Investments's SPDR S&P International Telecommunications Sector position peaked at $508K in Q4 2013.
13 funds tracked by Wall St. Rank held SPDR S&P International Telecommunications Sector as of Q4 2014.

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