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Rational Advisors’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Rational Advisors’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-41,824
Closed -$2.23M – 530
2018
Q3 		$2.23M Buy
+41,824
New +$2.2M 0.53% 54

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAM
Trillium Asset Management Boston, Massachusetts $3.01B AUM 19.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rational Advisors's DSI Position: Q4 2018 in Review

Rational Advisors sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q4 2018, closing a stake of 41,824 shares — an estimated $2.23M sold.

Rational Advisors first reported a position in DSI in Q3 2018 and held it in 1 quarter. The position peaked at $2.23M in Q3 2018. 235 funds tracked by Wall St. Rank hold DSI as of Q4 2018.

  • Rational Advisors reported no remaining iShares MSCI KLD 400 Social ETF position as of Q4 2018 after selling out during the quarter.
  • Rational Advisors sold 41,824 iShares MSCI KLD 400 Social ETF shares in Q4 2018, an estimated $2.23M.
  • Rational Advisors first reported a position in iShares MSCI KLD 400 Social ETF in Q3 2018 and held it in 1 quarter.
  • Rational Advisors's iShares MSCI KLD 400 Social ETF position peaked at $2.23M in Q3 2018.
  • 235 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2018.

Based on Rational Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.