Pennsylvania Capital Management Inc. ADV Buys 1,067 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Pennsylvania Capital Management Inc. ADV lifted its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 26,816 shares of the company’s stock after buying an additional 1,067 shares during the quarter. iShares MSCI KLD 400 Social ETF makes up approximately 1.0% of Pennsylvania Capital Management Inc. ADV’s investment portfolio, making the stock its 20th biggest holding. Pennsylvania Capital Management Inc. ADV’s holdings in iShares MSCI KLD 400 Social ETF were worth $2,956,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Financial Life Planners purchased a new stake in iShares MSCI KLD 400 Social ETF in the fourth quarter worth about $38,000. Synergy Asset Management LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the 4th quarter worth approximately $44,000. Eastern Bank bought a new position in shares of iShares MSCI KLD 400 Social ETF during the third quarter valued at approximately $58,000. Bristlecone Advisors LLC purchased a new position in iShares MSCI KLD 400 Social ETF during the third quarter valued at approximately $68,000. Finally, Adirondack Trust Co. raised its stake in iShares MSCI KLD 400 Social ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after buying an additional 90 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.9 %

Shares of NYSEARCA DSI opened at $111.01 on Tuesday. The stock has a market capitalization of $4.90 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12-month low of $93.88 and a 12-month high of $115.78. The stock’s fifty day simple moving average is $112.84 and its two-hundred day simple moving average is $109.13.

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.