PI
NFO

Placemark Investments’s Invesco Insider Sentiment ETF NFO Stock Holding History

Placemark Investments’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,498
Closed -$358K – 1700
2014
Q1 		$358K Buy
7,498
+457
+6% +$21.3K 0.01% 1260
2013
Q4 		$331K Buy
+7,041
New +$316K 0.01% 1308

Other funds holding NFO

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 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
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Placemark Investments's NFO Position: Q2 2014 in Review

Placemark Investments sold out of Invesco Insider Sentiment ETF (NFO) in Q2 2014, closing a stake of 7,498 shares — an estimated $358K sold.

Placemark Investments first reported a position in NFO in Q4 2013 and held it in 2 quarters. The position peaked at $358K in Q1 2014. 41 funds tracked by Wall St. Rank hold NFO as of Q2 2014.

  • Placemark Investments reported no remaining Invesco Insider Sentiment ETF position as of Q2 2014 after selling out during the quarter.
  • Placemark Investments sold 7,498 Invesco Insider Sentiment ETF shares in Q2 2014, an estimated $358K.
  • Placemark Investments first reported a position in Invesco Insider Sentiment ETF in Q4 2013 and held it in 2 quarters.
  • Placemark Investments's Invesco Insider Sentiment ETF position peaked at $358K in Q1 2014.
  • 41 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q2 2014.

Based on Placemark Investments's 13F filing for Q2 2014, filed 14 Aug 2014.