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Placemark Investments’s iShares Global Consumer Staples ETF KXI Stock Holding History

Placemark Investments’s Portfolio KXI Stock Details KXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1.21M Buy
26,954
+5,488
+26% +$246K 0.02% 797
2014
Q3 		$941K Buy
21,466
+15,266
+246% +$680K 0.02% 902
2014
Q2 		$279K Buy
+6,200
New +$277K 0.01% 1429

Other funds holding KXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

Placemark Investments's KXI Position: Q4 2014 in Review

Placemark Investments increased its iShares Global Consumer Staples ETF (KXI) stake by 26% in Q4 2014, buying an estimated $246K and bringing the position to 26,954 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #797.

Placemark Investments first reported a position in KXI in Q2 2014 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold KXI as of Q4 2014.

  • Placemark Investments held 26,954 shares of iShares Global Consumer Staples ETF worth $1.21M as of Q4 2014.
  • Placemark Investments bought 5,488 iShares Global Consumer Staples ETF shares in Q4 2014, an estimated $246K.
  • iShares Global Consumer Staples ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #797 holding.
  • Placemark Investments first reported a position in iShares Global Consumer Staples ETF in Q2 2014 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q4 2014.

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