Accurate Investment Solutions’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Accurate Investment Solutions’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
2019 Q3	–	Sell	-15,270	Closed	-$432K	–	401
2019 Q2	$432K	Sell	15,270 -338	-2%	-$9.43K	0.33%	36
2019 Q1	$435K	Sell	15,608 -44	-0.3%	-$1.2K	0.34%	35
2018 Q4	$422K	Buy	15,652 +2,130	+16%	+$57.2K	0.38%	31
2018 Q3	$368K	Buy	13,522 +950	+8%	+$26.1K	0.25%	41
2018 Q2	$349K	Buy	12,572 +9,916	+373%	+$274K	0.26%	44
2018 Q1	$74K	Buy	2,656 +2,306	+659%	+$64K	0.06%	115
2017 Q4	$10K	Buy	+350	New	+$9.87K	0.01%	256

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Accurate Investment Solutions's SPIP Position: Q3 2019 in Review

Accurate Investment Solutions sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2019, closing a stake of 15,270 shares — an estimated $432K sold.

Accurate Investment Solutions first reported a position in SPIP in Q4 2017 and held it in 7 quarters. The position peaked at $435K in Q1 2019. 135 funds tracked by Wall St. Rank hold SPIP as of Q3 2019.

Accurate Investment Solutions reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2019 after selling out during the quarter.
Accurate Investment Solutions sold 15,270 State Street SPDR Portfolio TIPS ETF shares in Q3 2019, an estimated $432K.
Accurate Investment Solutions first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 7 quarters.
Accurate Investment Solutions's State Street SPDR Portfolio TIPS ETF position peaked at $435K in Q1 2019.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2019.

Based on Accurate Investment Solutions's 13F filing for Q3 2019, filed 10 Oct 2019.