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Placemark Investments, Inc.: XLP position timeline

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

Placemark Investments, Inc. held 905,879 XLP 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 905,879 shares
    Change vs previous 13F +154,167 shares

    0.78% of the 13F portfolio, value $43,928,000.

    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 751,712 shares
    Change vs previous 13F -22,354 shares

    0.63% of the 13F portfolio, value $33,906,000.

    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 774,066 shares
    Change vs previous 13F +753,376 shares

    0.62% of the 13F portfolio, value $34,539,000.

    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 20,690 shares
    Change vs previous 13F -1,128,331 shares

    0.02% of the 13F portfolio, value $888,000.

    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 1,149,021 shares
    Change vs previous 13F +1,142,646 shares

    0.81% of the 13F portfolio, value $49,384,000.

    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 6,375 shares
    Change vs previous 13F -643,546 shares

    <0.01% of the 13F portfolio, value $253,000.

    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 649,921 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $25,784,000.

    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).