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Advisor Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Advisor Partners’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,078
Closed -$236K – 578
2017
Q3 		$236K Sell
2,078
-5
-0.2% -$569 0.05% 415
2017
Q2 		$236K Buy
2,083
+16
+0.8% +$1.83K 0.06% 400
2017
Q1 		$237K Buy
2,067
+50
+2% +$5.7K 0.06% 377
2016
Q4 		$228K Sell
2,017
-368
-15% -$42K 0.07% 350
2016
Q3 		$278K Buy
2,385
+88
+4% +$10.2K 0.09% 277
2016
Q2 		$268K Buy
2,297
+207
+10% +$23.8K 0.09% 255
2016
Q1 		$240K Buy
2,090
+66
+3% +$7.37K 0.09% 273
2015
Q4 		$222K Buy
+2,024
New +$224K 0.08% 283

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisor Partners's TIP Position: Q4 2017 in Review

Advisor Partners sold out of iShares TIPS Bond ETF (TIP) in Q4 2017, closing a stake of 2,078 shares — an estimated $236K sold.

Advisor Partners first reported a position in TIP in Q4 2015 and held it in 8 quarters. The position peaked at $278K in Q3 2016. 785 funds tracked by Wall St. Rank hold TIP as of Q4 2017.

  • Advisor Partners reported no remaining iShares TIPS Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Advisor Partners sold 2,078 iShares TIPS Bond ETF shares in Q4 2017, an estimated $236K.
  • Advisor Partners first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 8 quarters.
  • Advisor Partners's iShares TIPS Bond ETF position peaked at $278K in Q3 2016.
  • 785 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2017.

Based on Advisor Partners's 13F filing for Q4 2017, filed 26 Jan 2018.