AIM
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AMI Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

AMI Investment Management’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
2015
Q4 		– Sell
-1,411
Closed -$156K – 44
2015
Q3 		$156K Hold
1,411
– – 0.14% 42
2015
Q2 		$158K Buy
+1,411
New +$160K 0.13% 38
2014
Q4 		– Sell
-1,461
Closed -$164K – 40
2014
Q3 		$164K Buy
+1,461
New +$167K 0.14% 35
2014
Q2 		– Sell
-1,461
Closed -$163K – 35
2014
Q1 		$163K Hold
1,461
– – 0.14% 32
2013
Q4 		$161K Buy
+1,461
New +$163K 0.14% 34

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

AMI Investment Management's TIP Position: Q4 2015 in Review

AMI Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2015, closing a stake of 1,411 shares — an estimated $156K sold.

AMI Investment Management first reported a position in TIP in Q4 2013 and held it in 5 quarters. The position peaked at $164K in Q3 2014. 538 funds tracked by Wall St. Rank hold TIP as of Q4 2015.

  • AMI Investment Management reported no remaining iShares TIPS Bond ETF position as of Q4 2015 after selling out during the quarter.
  • AMI Investment Management sold 1,411 iShares TIPS Bond ETF shares in Q4 2015, an estimated $156K.
  • AMI Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 5 quarters.
  • AMI Investment Management's iShares TIPS Bond ETF position peaked at $164K in Q3 2014.
  • 538 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2015.

Based on AMI Investment Management's 13F filing for Q4 2015, filed 12 Feb 2016.