PI
STH

Placemark Investments’s SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD STH Stock Holding History

Placemark Investments’s Portfolio STH Stock Details STH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-21,369
Closed -$598K – 1725
2014
Q2 		$598K Sell
21,369
-2,388
-10% -$66.8K 0.01% 1111
2014
Q1 		$671K Buy
23,757
+3,627
+18% +$102K 0.01% 993
2013
Q4 		$543K Buy
20,130
+2,012
+11% +$54.3K 0.01% 1093
2013
Q3 		$448K Buy
18,118
+698
+4% +$17.3K 0.01% 1150
2013
Q2 		$387K Buy
+17,420
New +$387K 0.01% 1152

Other funds holding STH

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Placemark Investments's STH Position: Q3 2014 in Review

Placemark Investments sold out of SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD (STH) in Q3 2014, closing a stake of 21,369 shares — an estimated $598K sold.

Placemark Investments first reported a position in STH in Q2 2013 and held it in 5 quarters. The position peaked at $671K in Q1 2014. 13 funds tracked by Wall St. Rank hold STH as of Q3 2014.

  • Placemark Investments reported no remaining SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position as of Q3 2014 after selling out during the quarter.
  • Placemark Investments sold 21,369 SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD shares in Q3 2014, an estimated $598K.
  • Placemark Investments first reported a position in SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD in Q2 2013 and held it in 5 quarters.
  • Placemark Investments's SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD position peaked at $671K in Q1 2014.
  • 13 funds tracked by Wall St. Rank held SABRIENT STEALTH PRT CLAYMORE EXCH TRD FD as of Q3 2014.

Based on Placemark Investments's 13F filing for Q3 2014, filed 14 Nov 2014.