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Placemark Investments, Inc.: XLU position timeline

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

Placemark Investments, Inc. held 42,086 XLU 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 42,086 shares
    Change vs previous 13F -650 shares

    0.04% of the 13F portfolio, value $1,988,000.

    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 42,736 shares
    Change vs previous 13F -11,411 shares

    0.03% of the 13F portfolio, value $1,796,000.

    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 54,147 shares
    Change vs previous 13F -45,596 shares

    0.04% of the 13F portfolio, value $2,401,000.

    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 99,743 shares
    Change vs previous 13F +74,987 shares

    0.08% of the 13F portfolio, value $4,133,000.

    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 24,756 shares
    Change vs previous 13F +14,413 shares

    0.02% of the 13F portfolio, value $940,000.

    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 10,343 shares
    Change vs previous 13F +1,300 shares

    0.01% of the 13F portfolio, value $386,000.

    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 9,043 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $341,000.

    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).