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Allegis Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Allegis Investment Advisors’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-203
Closed -$10K – 887
2015
Q4 		$10K Buy
+203
New +$9.81K 0.01% 676

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Envestnet Asset Management
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UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Allegis Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2016, closing a stake of 203 shares — an estimated $10K sold.

Allegis Investment Advisors first reported a position in VTIP in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 148 funds tracked by Wall St. Rank hold VTIP as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 203 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2016, an estimated $10K.
  • Allegis Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10K in Q4 2015.
  • 148 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2016.

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