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Bartlett & Co Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-907
Closed -$47.7K – 725
2018
Q3 		$47.7K Buy
+907
New +$48.3K ﹤0.01% 443

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
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
SCM
Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Bartlett & Co Wealth Management's WIP Position: Q4 2018 in Review

Bartlett & Co Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2018, closing a stake of 907 shares — an estimated $47.7K sold.

Bartlett & Co Wealth Management first reported a position in WIP in Q3 2018 and held it in 1 quarter. The position peaked at $47.7K in Q3 2018. 96 funds tracked by Wall St. Rank hold WIP as of Q4 2018.

  • Bartlett & Co Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 907 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2018, an estimated $47.7K.
  • Bartlett & Co Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $47.7K in Q3 2018.
  • 96 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2024.