Altegris Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Altegris Advisors’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
2016 Q4	$252K	Buy	+2,225	New	+$254K	2.05%	8

Other funds holding TIP

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Altegris Advisors's TIP Position: Q4 2016 in Review

Altegris Advisors opened a new position in iShares TIPS Bond ETF (TIP) in Q4 2016: 2,225 shares worth $252K. The stake represents 2.05% of the portfolio and ranks #8 among its holdings.

650 funds tracked by Wall St. Rank hold TIP as of Q4 2016.

Altegris Advisors held 2,225 shares of iShares TIPS Bond ETF worth $252K as of Q4 2016.
iShares TIPS Bond ETF was a new Altegris Advisors position in Q4 2016.
iShares TIPS Bond ETF made up 2.05% of Altegris Advisors's portfolio in Q4 2016, its #8 holding.
650 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2016.

Based on Altegris Advisors's 13F filing for Q4 2016, filed 8 Feb 2017.