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Placemark Investments’s iShares US Financials ETF IYF Stock Holding History

Placemark Investments’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$41.6M Buy
922,774
+879,110
+2,013% +$38.2M 0.74% 11
2014
Q3 		$1.83M Buy
43,664
+12,684
+41% +$532K 0.03% 581
2014
Q2 		$1.29M Sell
30,980
-14,672
-32% -$596K 0.02% 752
2014
Q1 		$1.87M Sell
45,652
-32,066
-41% -$1.28M 0.04% 558
2013
Q4 		$3.12M Buy
77,718
+1,980
+3% +$76.3K 0.05% 417
2013
Q3 		$2.78M Sell
75,738
-10,012
-12% -$371K 0.05% 417
2013
Q2 		$3.07M Buy
+85,750
New +$3.03M 0.07% 358

Other funds holding IYF

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Placemark Investments's IYF Position: Q4 2014 in Review

Placemark Investments increased its iShares US Financials ETF (IYF) stake by 2,013% in Q4 2014, buying an estimated $38.2M and bringing the position to 922,774 shares worth $41.6M. The position accounts for 0.74% of the portfolio, ranked #11.

Placemark Investments first reported a position in IYF in Q2 2013 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold IYF as of Q4 2014.

  • Placemark Investments held 922,774 shares of iShares US Financials ETF worth $41.6M as of Q4 2014.
  • Placemark Investments bought 879,110 iShares US Financials ETF shares in Q4 2014, an estimated $38.2M.
  • iShares US Financials ETF made up 0.74% of Placemark Investments's portfolio in Q4 2014, its #11 holding.
  • Placemark Investments first reported a position in iShares US Financials ETF in Q2 2013 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2014.

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