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Placemark Investments’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Placemark Investments’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-6,082
Closed -$234K – 1663
2013
Q4 		$234K Buy
+6,082
New +$224K ﹤0.01% 1460

Other funds holding SUSA

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RNS
Robert N. Shapiro $501M AUM 11.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Placemark Investments's SUSA Position: Q1 2014 in Review

Placemark Investments sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q1 2014, closing a stake of 6,082 shares — an estimated $234K sold.

Placemark Investments first reported a position in SUSA in Q4 2013 and held it in 1 quarter. The position peaked at $234K in Q4 2013. 72 funds tracked by Wall St. Rank hold SUSA as of Q1 2014.

  • Placemark Investments reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q1 2014 after selling out during the quarter.
  • Placemark Investments sold 6,082 iShares ESG Optimized MSCI USA ETF shares in Q1 2014, an estimated $234K.
  • Placemark Investments first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2013 and held it in 1 quarter.
  • Placemark Investments's iShares ESG Optimized MSCI USA ETF position peaked at $234K in Q4 2013.
  • 72 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q1 2014.

Based on Placemark Investments's 13F filing for Q1 2014, filed 9 May 2014.