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

Bartlett & Co’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	-$48K	–	711
2018 Q3	$48K	Buy	+907	New	+$48.3K	﹤0.01%	443
2014 Q1	–	Sell	-1,480	Closed	-$87K	–	717
2013 Q4	$87K	Hold	1,480	–	–	﹤0.01%	332
2013 Q3	$88K	Hold	1,480	–	–	﹤0.01%	315
2013 Q2	$85K	Buy	+1,480	New	+$91K	﹤0.01%	312

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

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's WIP Position: Q4 2018 in Review

Bartlett & Co 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 $48K sold.

Bartlett & Co first reported a position in WIP in Q2 2013 and held it in 4 quarters. The position peaked at $88K in Q3 2013. 96 funds tracked by Wall St. Rank hold WIP as of Q4 2018.

Bartlett & Co 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 sold 907 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2018, an estimated $48K.
Bartlett & Co first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 4 quarters.
Bartlett & Co's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $88K in Q3 2013.
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's 13F filing for Q4 2018, filed 23 Jan 2019.