Placemark Investments’s Global X SuperIncome Preferred ETF SPFF Stock Holding History

Placemark Investments’s Portfolio SPFF Stock Details SPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$1.32M	Buy	90,753 +50,029	+123%	+$734K	0.02%	753
2014 Q3	$605K	Buy	40,724 +3,348	+9%	+$50.1K	0.01%	1104
2014 Q2	$564K	Buy	37,376 +5,263	+16%	+$79K	0.01%	1137
2014 Q1	$483K	Buy	32,113 +4,231	+15%	+$62.8K	0.01%	1142
2013 Q4	$407K	Buy	27,882 +7,524	+37%	+$111K	0.01%	1227
2013 Q3	$300K	Buy	+20,358	New	+$297K	0.01%	1326

Other funds holding SPFF

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IPC

Independent Portfolio Consultants Boca Raton, Florida $241M AUM 21.8% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Placemark Investments's SPFF Position: Q4 2014 in Review

Placemark Investments increased its Global X SuperIncome Preferred ETF (SPFF) stake by 123% in Q4 2014, buying an estimated $734K and bringing the position to 90,753 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #753.

Placemark Investments first reported a position in SPFF in Q3 2013 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold SPFF as of Q4 2014.

Placemark Investments held 90,753 shares of Global X SuperIncome Preferred ETF worth $1.32M as of Q4 2014.
Placemark Investments bought 50,029 Global X SuperIncome Preferred ETF shares in Q4 2014, an estimated $734K.
Global X SuperIncome Preferred ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #753 holding.
Placemark Investments first reported a position in Global X SuperIncome Preferred ETF in Q3 2013 and has held it in 6 quarters since.
35 funds tracked by Wall St. Rank held Global X SuperIncome Preferred ETF as of Q4 2014.

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