Placemark Investments’s iShares International Developed Property ETF WPS Stock Holding History

Placemark Investments’s Portfolio WPS Stock Details WPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$318K	Buy	8,770 +234	+3%	+$8.61K	0.01%	1380
2014 Q3	$312K	Buy	8,536 +129	+2%	+$5K	0.01%	1386
2014 Q2	$328K	Hold	8,407	–	–	0.01%	1351
2014 Q1	$306K	Buy	8,407 +103	+1%	+$3.75K	0.01%	1335
2013 Q4	$310K	Buy	8,304 +64	+0.8%	+$2.4K	0.01%	1336
2013 Q3	$310K	Buy	8,240 +2,072	+34%	+$75.1K	0.01%	1309
2013 Q2	$217K	Buy	+6,168	New	+$236K	﹤0.01%	1412

Other funds holding WPS

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

1GA

1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

FIM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Placemark Investments's WPS Position: Q4 2014 in Review

Placemark Investments increased its iShares International Developed Property ETF (WPS) stake by 2.7% in Q4 2014, buying an estimated $8.61K and bringing the position to 8,770 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #1380.

Placemark Investments first reported a position in WPS in Q2 2013 and has held it in 7 quarters since. The position peaked at $328K in Q2 2014. 46 funds tracked by Wall St. Rank hold WPS as of Q4 2014.

Placemark Investments held 8,770 shares of iShares International Developed Property ETF worth $318K as of Q4 2014.
Placemark Investments bought 234 iShares International Developed Property ETF shares in Q4 2014, an estimated $8.61K.
iShares International Developed Property ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1380 holding.
Placemark Investments first reported a position in iShares International Developed Property ETF in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's iShares International Developed Property ETF position peaked at $328K in Q2 2014.
46 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2014.

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