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Atria Investments’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Atria Investments’s Portfolio WIP Stock Details WIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,558
Closed -$377K – 915
2017
Q4 		$377K Buy
+6,558
New +$373K 0.02% 570

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Atria Investments's WIP Position: Q1 2018 in Review

Atria Investments sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2018, closing a stake of 6,558 shares — an estimated $377K sold.

Atria Investments first reported a position in WIP in Q4 2017 and held it in 1 quarter. The position peaked at $377K in Q4 2017. 105 funds tracked by Wall St. Rank hold WIP as of Q1 2018.

  • Atria Investments reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Atria Investments sold 6,558 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2018, an estimated $377K.
  • Atria Investments first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2017 and held it in 1 quarter.
  • Atria Investments's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $377K in Q4 2017.
  • 105 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2018.

Based on Atria Investments's 13F filing for Q1 2018, filed 30 Apr 2018.