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Baltimore-Washington Financial Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Baltimore-Washington Financial 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
Q2 		– Sell
-3,716
Closed -$426K – 82
2016
Q1 		$426K Sell
3,716
-750
-17% -$83.8K 0.13% 75
2015
Q4 		$489K Sell
4,466
-105
-2% -$11.6K 0.15% 80
2015
Q3 		$505K Hold
4,571
– – 0.16% 81
2015
Q2 		$512K Hold
4,571
– – 0.15% 84
2015
Q1 		$519K Buy
4,571
+567
+14% +$64.3K 0.15% 86
2014
Q4 		$448K Sell
4,004
-267
-6% -$30.1K 0.13% 87
2014
Q3 		$479K Buy
4,271
+55
+1% +$6.29K 0.15% 85
2014
Q2 		$486K Buy
4,216
+410
+11% +$46.7K 0.15% 86
2014
Q1 		$427K Hold
3,806
– – 0.15% 83
2013
Q4 		$418K Hold
3,806
– – 0.14% 85
2013
Q3 		$428K Hold
3,806
– – 0.17% 81
2013
Q2 		$426K Buy
+3,806
New +$450K 0.18% 79

Other funds holding TIP

Bank of America
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return