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

Apriem 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
2017
Q1 		– Sell
-22
Closed -$2K – 724
2016
Q4 		$2K Sell
22
-102
-82% -$11.6K ﹤0.01% 637
2016
Q3 		$14K Buy
124
+113
+1,027% +$13.1K ﹤0.01% 370
2016
Q2 		$1K Sell
11
-25
-69% -$2.87K ﹤0.01% 562
2016
Q1 		$4K Buy
+36
New +$4.02K ﹤0.01% 472
2015
Q3 		– Sell
-30
Closed -$3K – 598
2015
Q2 		$3K Sell
30
-73
-71% -$8.25K ﹤0.01% 558
2015
Q1 		$12K Hold
103
– – ﹤0.01% 395
2014
Q4 		$12K Buy
+103
New +$11.6K ﹤0.01% 359
2014
Q3 		– Sell
-3,790
Closed -$437K – 565
2014
Q2 		$437K Sell
3,790
-650
-15% -$74K 0.17% 85
2014
Q1 		$498K Sell
4,440
-575
-11% -$64.3K 0.19% 85
2013
Q4 		$551K Sell
5,015
-1,880
-27% -$210K 0.22% 73
2013
Q3 		$776K Sell
6,895
-10,200
-60% -$1.14M 0.34% 61
2013
Q2 		$1.92M Buy
+17,095
New +$2.02M 0.94% 41

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apriem Advisors's TIP Position: Q1 2017 in Review

Apriem Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2017, closing a stake of 22 shares — an estimated $2K sold.

Apriem Advisors first reported a position in TIP in Q2 2013 and held it in 12 quarters. The position peaked at $1.92M in Q2 2013. 668 funds tracked by Wall St. Rank hold TIP as of Q1 2017.

  • Apriem Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 22 iShares TIPS Bond ETF shares in Q1 2017, an estimated $2K.
  • Apriem Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 12 quarters.
  • Apriem Advisors's iShares TIPS Bond ETF position peaked at $1.92M in Q2 2013.
  • 668 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.