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Placemark Investments’s VanEck Steel ETF SLX Stock Holding History

Placemark Investments’s Portfolio SLX Stock Details SLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$332K Sell
9,374
-1,169
-11% -$46.6K 0.01% 1357
2014
Q3 		$471K Sell
10,543
-1,325
-11% -$64.5K 0.01% 1192
2014
Q2 		$567K Sell
11,868
-4,048
-25% -$189K 0.01% 1131
2014
Q1 		$740K Buy
+15,916
New +$729K 0.01% 942

Other funds holding SLX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Placemark Investments's SLX Position: Q4 2014 in Review

Placemark Investments reduced its VanEck Steel ETF (SLX) stake by 11% in Q4 2014, selling an estimated $46.6K and leaving 9,374 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #1357.

Placemark Investments first reported a position in SLX in Q1 2014 and has held it in 4 quarters since. The position peaked at $740K in Q1 2014. 26 funds tracked by Wall St. Rank hold SLX as of Q4 2014.

  • Placemark Investments held 9,374 shares of VanEck Steel ETF worth $332K as of Q4 2014.
  • Placemark Investments sold 1,169 VanEck Steel ETF shares in Q4 2014, an estimated $46.6K.
  • VanEck Steel ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1357 holding.
  • Placemark Investments first reported a position in VanEck Steel ETF in Q1 2014 and has held it in 4 quarters since.
  • Placemark Investments's VanEck Steel ETF position peaked at $740K in Q1 2014.
  • 26 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q4 2014.

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