Placemark Investments’s First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund MDIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
-13,575
Closed -$292K 1670
2014
Q3
$292K Buy
13,575
+878
+7% +$19.3K 0.01% 1413
2014
Q2
$284K Buy
+12,697
New +$278K 0.01% 1416

Other funds holding MDIV

Placemark Investments's MDIV Position: Q4 2014 in Review

Placemark Investments sold out of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) in Q4 2014, closing a stake of 13,575 shares — an estimated $292K sold.

Placemark Investments first reported a position in MDIV in Q2 2014 and held it in 2 quarters. The position peaked at $292K in Q3 2014. 70 funds tracked by Wall St. Rank hold MDIV as of Q4 2014.

  • Placemark Investments reported no remaining First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position as of Q4 2014 after selling out during the quarter.
  • Placemark Investments sold 13,575 First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund shares in Q4 2014, an estimated $292K.
  • Placemark Investments first reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in Q2 2014 and held it in 2 quarters.
  • Placemark Investments's First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund position peaked at $292K in Q3 2014.
  • 70 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund as of Q4 2014.

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