Brookstone Capital Management Sells 517 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Brookstone Capital Management lowered its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 6.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,017 shares of the company’s stock after selling 517 shares during the period. Brookstone Capital Management’s holdings in iShares MSCI KLD 400 Social ETF were worth $808,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Envestnet Asset Management Inc. raised its holdings in iShares MSCI KLD 400 Social ETF by 12.6% during the 4th quarter. Envestnet Asset Management Inc. now owns 2,438,162 shares of the company’s stock valued at $221,995,000 after acquiring an additional 273,658 shares during the period. Cerity Partners LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 1,167.3% during the 4th quarter. Cerity Partners LLC now owns 270,792 shares of the company’s stock worth $24,656,000 after purchasing an additional 249,424 shares in the last quarter. Wells Fargo & Company MN boosted its stake in iShares MSCI KLD 400 Social ETF by 80.4% in the 4th quarter. Wells Fargo & Company MN now owns 338,465 shares of the company’s stock worth $30,817,000 after purchasing an additional 150,883 shares during the period. Trillium Asset Management LLC grew its holdings in iShares MSCI KLD 400 Social ETF by 156.0% during the 4th quarter. Trillium Asset Management LLC now owns 171,866 shares of the company’s stock valued at $15,649,000 after buying an additional 104,736 shares in the last quarter. Finally, Envestnet Portfolio Solutions Inc. increased its position in shares of iShares MSCI KLD 400 Social ETF by 14.6% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 752,551 shares of the company’s stock valued at $68,520,000 after buying an additional 96,140 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Down 0.4 %

DSI stock opened at $103.85 on Friday. The firm has a 50 day moving average of $100.80 and a 200-day moving average of $97.20. The firm has a market capitalization of $4.58 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $77.47 and a 12 month high of $105.24.

iShares MSCI KLD 400 Social ETF Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.