Placemark Investments’s iShares US Telecommunications ETF IYZ Stock Holding History

Placemark Investments’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$243K	Sell	8,309 -13,539	-62%	-$401K	﹤0.01%	1484
2014 Q3	$653K	Buy	+21,848	New	+$665K	0.01%	1065
2014 Q1	–	Sell	-7,929	Closed	-$236K	–	1622
2013 Q4	$236K	Buy	7,929 +138	+2%	+$3.95K	﹤0.01%	1454
2013 Q3	$216K	Sell	7,791 -8,995	-54%	-$247K	﹤0.01%	1455
2013 Q2	$433K	Buy	+16,786	New	+$439K	0.01%	1104

Other funds holding IYZ

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Placemark Investments's IYZ Position: Q4 2014 in Review

Placemark Investments reduced its iShares US Telecommunications ETF (IYZ) stake by 62% in Q4 2014, selling an estimated $401K and leaving 8,309 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Placemark Investments first reported a position in IYZ in Q2 2013 and has held it in 5 quarters since. The position peaked at $653K in Q3 2014. 105 funds tracked by Wall St. Rank hold IYZ as of Q4 2014.

Placemark Investments held 8,309 shares of iShares US Telecommunications ETF worth $243K as of Q4 2014.
Placemark Investments sold 13,539 iShares US Telecommunications ETF shares in Q4 2014, an estimated $401K.
iShares US Telecommunications ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1484 holding.
Placemark Investments first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 5 quarters since.
Placemark Investments's iShares US Telecommunications ETF position peaked at $653K in Q3 2014.
105 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2014.

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