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Placemark Investments, Inc.: SHV position timeline

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

Placemark Investments, Inc. held 238,963 SHV 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 238,963 shares
    Change vs previous 13F +139,892 shares

    0.47% of the 13F portfolio, value $26,343,000.

    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 99,071 shares
    Change vs previous 13F +29,797 shares

    0.2% of the 13F portfolio, value $10,923,000.

    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 69,274 shares
    Change vs previous 13F -4,664 shares

    0.14% of the 13F portfolio, value $7,638,000.

    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 73,938 shares
    Change vs previous 13F -29,475 shares

    0.16% of the 13F portfolio, value $8,154,000.

    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 103,413 shares
    Change vs previous 13F +81,577 shares

    0.19% of the 13F portfolio, value $11,401,000.

    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 21,836 shares
    Change vs previous 13F -92,019 shares

    0.05% of the 13F portfolio, value $2,410,000.

    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 113,855 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $12,550,000.

    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).