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Placemark Investments, Inc.: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Placemark Investments, Inc. on EFG, newest first. How the timeline and the estimate are built.

Placemark Investments, Inc. held 39,579 EFG shares at 2014-12-31 per its 13F-HR filed 2015-02-17.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 39,579 shares
    Change vs previous 13F +16,887 shares

    0.05% of the 13F portfolio, value $2,603,000.

    13F-HR 0001315726-15-000001 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2014-09-30
    13F 22,692 shares
    Change vs previous 13F +2,420 shares

    0.03% of the 13F portfolio, value $1,545,000.

    13F-HR 0001315726-14-000007 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2014-06-30
    13F 20,272 shares
    Change vs previous 13F +2,977 shares

    0.03% of the 13F portfolio, value $1,468,000.

    13F-HR 0001315726-14-000005 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2014-03-31
    13F 17,295 shares
    Change vs previous 13F +1,578 shares

    0.02% of the 13F portfolio, value $1,227,000.

    13F-HR 0001315726-14-000004 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2013-12-31
    13F 15,717 shares
    Change vs previous 13F -2,645 shares

    0.02% of the 13F portfolio, value $1,123,000.

    13F-HR 0001315726-14-000003 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2013-09-30
    13F 18,362 shares
    Change vs previous 13F +704 shares

    0.02% of the 13F portfolio, value $1,252,000.

    13F-HR 0001315726-13-000008 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2013-06-30
    13F 17,658 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,092,000.

    13F-HR 0001315726-13-000006 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).