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Placemark Investments, Inc.: XLY position timeline

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

Placemark Investments, Inc. held 574,838 XLY 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 574,838 shares
    Change vs previous 13F +109,756 shares

    0.73% of the 13F portfolio, value $41,474,000.

    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 465,082 shares
    Change vs previous 13F +459,637 shares

    0.57% of the 13F portfolio, value $31,016,000.

    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 5,445 shares
    Change vs previous 13F -6,826 shares

    0.01% of the 13F portfolio, value $363,000.

    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 12,271 shares
    Change vs previous 13F -672,925 shares

    0.02% of the 13F portfolio, value $794,000.

    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 685,196 shares
    Change vs previous 13F +89,333 shares

    0.75% of the 13F portfolio, value $45,793,000.

    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 595,863 shares
    Change vs previous 13F +183,946 shares

    0.69% of the 13F portfolio, value $36,126,000.

    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 411,917 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $23,227,000.

    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).