Placemark Investments’s POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT XLPS Stock Holding History

Placemark Investments’s Portfolio XLPS Stock Details XLPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$898K	Sell	16,473 -2,679	-14%	-$146K	0.02%	927
2014 Q3	$974K	Buy	19,152 +14,932	+354%	+$759K	0.02%	888
2014 Q2	$213K	Buy	+4,220	New	+$213K	﹤0.01%	1538
2013 Q4	–	Sell	-8,723	Closed	-$407K	–	1694
2013 Q3	$407K	Buy	+8,723	New	+$407K	0.01%	1198

Other funds holding XLPS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Placemark Investments's XLPS Position: Q4 2014 in Review

Placemark Investments reduced its POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT (XLPS) stake by 14% in Q4 2014, selling an estimated $146K and leaving 16,473 shares worth $898K. The position accounts for 0.02% of the portfolio, ranked #927.

Placemark Investments first reported a position in XLPS in Q3 2013 and has held it in 4 quarters since. The position peaked at $974K in Q3 2014. 19 funds tracked by Wall St. Rank hold XLPS as of Q4 2014.

Placemark Investments held 16,473 shares of POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT worth $898K as of Q4 2014.
Placemark Investments sold 2,679 POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT shares in Q4 2014, an estimated $146K.
POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #927 holding.
Placemark Investments first reported a position in POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT in Q3 2013 and has held it in 4 quarters since.
Placemark Investments's POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT position peaked at $974K in Q3 2014.
19 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP CONSUMER STAPLES PORT as of Q4 2014.

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