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Placemark Investments’s Invesco S&P SmallCap Utilities & Communication Services ETF PSCU Stock Holding History

Placemark Investments’s Portfolio PSCU Stock Details PSCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$916K Buy
22,814
+14,943
+190% +$560K 0.02% 916
2014
Q3 		$267K Buy
7,871
+2,057
+35% +$73K ﹤0.01% 1452
2014
Q2 		$215K Buy
+5,814
New +$207K ﹤0.01% 1530

Other funds holding PSCU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Placemark Investments's PSCU Position: Q4 2014 in Review

Placemark Investments increased its Invesco S&P SmallCap Utilities & Communication Services ETF (PSCU) stake by 190% in Q4 2014, buying an estimated $560K and bringing the position to 22,814 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #916.

Placemark Investments first reported a position in PSCU in Q2 2014 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold PSCU as of Q4 2014.

  • Placemark Investments held 22,814 shares of Invesco S&P SmallCap Utilities & Communication Services ETF worth $916K as of Q4 2014.
  • Placemark Investments bought 14,943 Invesco S&P SmallCap Utilities & Communication Services ETF shares in Q4 2014, an estimated $560K.
  • Invesco S&P SmallCap Utilities & Communication Services ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #916 holding.
  • Placemark Investments first reported a position in Invesco S&P SmallCap Utilities & Communication Services ETF in Q2 2014 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Invesco S&P SmallCap Utilities & Communication Services ETF as of Q4 2014.

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