Avestar Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-40	Closed	-$4K	–	761
2019 Q2	$4K	Hold	40	–	–	﹤0.01%	614
2019 Q1	$4K	Hold	40	–	–	﹤0.01%	597
2018 Q4	$4K	Hold	40	–	–	﹤0.01%	567
2018 Q3	$4K	Hold	40	–	–	﹤0.01%	581
2018 Q2	$4K	Hold	40	–	–	﹤0.01%	613
2018 Q1	$4K	Sell	40 -4,077	-99%	-$459K	﹤0.01%	581
2017 Q4	$462K	Buy	+4,117	New	+$468K	0.35%	45

Other funds holding TIP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Avestar Capital's TIP Position: Q3 2019 in Review

Avestar Capital sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 40 shares — an estimated $4K sold.

Avestar Capital first reported a position in TIP in Q4 2017 and held it in 7 quarters. The position peaked at $462K in Q4 2017. 805 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

Avestar Capital reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 40 iShares TIPS Bond ETF shares in Q3 2019, an estimated $4K.
Avestar Capital first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's iShares TIPS Bond ETF position peaked at $462K in Q4 2017.
805 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.