Watermark Asset Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
Other funds holding DSI
TAM
Watermark Asset Management's DSI Position: Q4 2018 in Review
Watermark Asset Management increased its iShares MSCI KLD 400 Social ETF (DSI) stake by 65% in Q4 2018, buying an estimated $78.1K and bringing the position to 4,002 shares worth $186K. The position accounts for 0.09% of the portfolio, ranked #50.
Watermark Asset Management first reported a position in DSI in Q1 2017 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold DSI as of Q4 2018.
- Watermark Asset Management held 4,002 shares of iShares MSCI KLD 400 Social ETF worth $186K as of Q4 2018.
- Watermark Asset Management bought 1,578 iShares MSCI KLD 400 Social ETF shares in Q4 2018, an estimated $78.1K.
- iShares MSCI KLD 400 Social ETF made up 0.09% of Watermark Asset Management's portfolio in Q4 2018, its #50 holding.
- Watermark Asset Management first reported a position in iShares MSCI KLD 400 Social ETF in Q1 2017 and has held it in 8 quarters since.
- 235 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q4 2018.
Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.