Placemark Investments, Inc. (CIK: 0001315726) is a financial institution headquartered at 16633 Dallas Parkway, Suite 700, Chicago, Texas 75001. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2014-12-31), the institution manages a portfolio valued at $5.66 B, comprising 1,618 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q4 2014 — Top-10 concentration: 9.3%. Quarterly turnover: 11.4%. ▲ 109 new, +824 added, −578 reduced, ×112 exited.

Top Buys

Q4 2014

1. IYF Ishares Us Financials Etf

+$39.65 M

2. IDU Ishares Us Utilities Etf

+$38.4 M

3. IEF Ishares 7-10 Year Treasury Bond Etf

+$33.57 M

4. FXU First Trust Utilities Alphadex Fund

+$16.66 M

5. SHV Ishares Short Treasury Bond Etf

+$15.42 M

Top Sells

Q4 2014

1. IJH Ishares Core S&P Mid-Cap Etf

−$64.68 M

2. IYH Ishares Us Healthcare Etf

−$32.62 M

3. IYJ Ishares Us Industrials Etf

−$31.74 M

4. XLF Financial Select Sector Spdr Fund

−$31.16 M

5. XLB Materials Select Sector Spdr Fund

−$29.51 M

Stocks/ETFs

+4.69%

$5.47 B 96.75%

Options

$0 0.00%

Debt

-9.30%

$2.34 M 0.04%

Other

+0.59%

$181.7 M 3.21%

Name	Shares	Market Value	Weight	Change	Activity
Apple AAPL	2.27 M	$62.65 M	1.11%	▼ 185,712	Reduce -7.6%
Microsoft Corporation MSFT	1.27 M	$59 M	1.04%	▲ 37,197	Add 3.0%
Ishares Core S&P 500 Etf ETF-IVV	272,493	$56.37 M	1.00%	▼ 77,816	Reduce -22.2%
Johnson & Johnson JNJ	528,025	$55.22 M	0.98%	▲ 11,766	Add 2.3%
Jpmorgan Chase & Co JPM	848,013	$53.06 M	0.94%	▼ 17,178	Reduce -2.0%
Express Scripts Hldg Co N/A	549,237	$46.5 M	0.82%	▲ 33,117	Add 6.4%
Ishares Russell 2000 Etf ETF-IWM	377,821	$45.2 M	0.80%	▼ 112,679	Reduce -23.0%
Consumer Staples Select Sector Spdr Fund ETF-XLP	905,879	$43.93 M	0.78%	▲ 154,167	Add 20.5%
Ishares Us Technology Etf ETF-IYW	410,709	$42.88 M	0.76%	▲ 87,244	Add 27.0%
Spdr S&P 500 Etf Trust ETF-SPY	204,375	$42.01 M	0.74%	▲ 46,474	Add 29.4%

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Placemark Investments, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Placemark Investments, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Placemark Investments, Inc. Quarterly 13F Statistics

Discover detailed insights into Placemark Investments, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Placemark Investments, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Placemark Investments, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Placemark Investments, Inc. 13F Filings, Portfolio & Analysis

Placemark Investments, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q4 2014)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q4 2014)

Historical Portfolio Charts

Placemark Investments, Inc.'s Portfolio

Placemark Investments, Inc. Quarterly 13F Statistics

Placemark Investments, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)