Trilogy Capital Inc. Reduces Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Trilogy Capital Inc. trimmed its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 5.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,954 shares of the company’s stock after selling 102 shares during the quarter. Trilogy Capital Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $215,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Financial Life Planners purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 4th quarter valued at approximately $38,000. Synergy Asset Management LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 4th quarter valued at approximately $44,000. Eastern Bank purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at approximately $58,000. Bristlecone Advisors LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at approximately $68,000. Finally, Adirondack Trust Co. lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 13.0% during the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after buying an additional 90 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.9 %

Shares of DSI stock opened at $111.05 on Friday. The stock has a market capitalization of $4.90 billion, a P/E ratio of 29.01 and a beta of 1.09. The firm’s 50 day moving average is $112.66 and its 200 day moving average is $109.26. iShares MSCI KLD 400 Social ETF has a 12 month low of $94.05 and a 12 month high of $115.78.

iShares MSCI KLD 400 Social ETF Company 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.