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Allegis Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Allegis Investment Advisors’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
2016
Q1 		– Sell
-3,558
Closed -$97K – 806
2015
Q4 		$97K Buy
+3,558
New +$98.1K 0.05% 227

Other funds holding SPIP

State Street
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
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
KLC
Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.52% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allegis Investment Advisors's SPIP Position: Q1 2016 in Review

Allegis Investment Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2016, closing a stake of 3,558 shares — an estimated $97K sold.

Allegis Investment Advisors first reported a position in SPIP in Q4 2015 and held it in 1 quarter. The position peaked at $97K in Q4 2015. 61 funds tracked by Wall St. Rank hold SPIP as of Q1 2016.

  • Allegis Investment Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 3,558 State Street SPDR Portfolio TIPS ETF shares in Q1 2016, an estimated $97K.
  • Allegis Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $97K in Q4 2015.
  • 61 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.