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3D Asset Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

3D Asset Management’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,852
Closed -$268K – 41
2013
Q4 		$268K Sell
9,852
-762
-7% -$21.1K 0.08% 37
2013
Q3 		$296K Buy
10,614
+30
+0.3% +$831 0.1% 37
2013
Q2 		$294K Buy
+10,584
New +$312K 0.1% 36

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

3D Asset Management's SPIP Position: Q1 2014 in Review

3D Asset Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2014, closing a stake of 9,852 shares — an estimated $268K sold.

3D Asset Management first reported a position in SPIP in Q2 2013 and held it in 3 quarters. The position peaked at $296K in Q3 2013. 55 funds tracked by Wall St. Rank hold SPIP as of Q1 2014.

  • 3D Asset Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2014 after selling out during the quarter.
  • 3D Asset Management sold 9,852 State Street SPDR Portfolio TIPS ETF shares in Q1 2014, an estimated $268K.
  • 3D Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and held it in 3 quarters.
  • 3D Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $296K in Q3 2013.
  • 55 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2014.

Based on 3D Asset Management's 13F filing for Q1 2014, filed 24 Apr 2014.