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Allen Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Allen Investment Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-4,470
Closed -$444K – 236
2015
Q1 		$444K Hold
4,470
– – 0.03% 159
2014
Q4 		$443K Buy
+4,470
New +$448K 0.03% 143

Other funds holding STIP

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allen Investment Management's STIP Position: Q2 2015 in Review

Allen Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2015, closing a stake of 4,470 shares — an estimated $444K sold.

Allen Investment Management first reported a position in STIP in Q4 2014 and held it in 2 quarters. The position peaked at $444K in Q1 2015. 69 funds tracked by Wall St. Rank hold STIP as of Q2 2015.

  • Allen Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Allen Investment Management sold 4,470 iShares 0-5 Year TIPS Bond ETF shares in Q2 2015, an estimated $444K.
  • Allen Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2014 and held it in 2 quarters.
  • Allen Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $444K in Q1 2015.
  • 69 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2015.

Based on Allen Investment Management's 13F filing for Q2 2015, filed 14 Aug 2015.