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Placemark Investments’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Placemark Investments’s Portfolio PHDG Stock Details PHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$1.94M Buy
+69,679
New +$2.03M 0.03% 575

Other funds holding PHDG

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
BPB
Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Placemark Investments's PHDG Position: Q4 2014 in Review

Placemark Investments opened a new position in Invesco S&P 500 Downside Hedged ETF (PHDG) in Q4 2014: 69,679 shares worth $1.94M. The stake represents 0.03% of the portfolio and ranks #575 among its holdings.

48 funds tracked by Wall St. Rank hold PHDG as of Q4 2014.

  • Placemark Investments held 69,679 shares of Invesco S&P 500 Downside Hedged ETF worth $1.94M as of Q4 2014.
  • Invesco S&P 500 Downside Hedged ETF was a new Placemark Investments position in Q4 2014.
  • Invesco S&P 500 Downside Hedged ETF made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #575 holding.
  • 48 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q4 2014.

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