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Berman Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Berman Capital 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
2019
Q3 		– Sell
-183
Closed -$21K – 1574
2019
Q2 		$21K Buy
+183
New +$20.8K 0.01% 507
2019
Q1 		– Sell
-32
Closed -$3K – 1477
2018
Q4 		$3K Buy
+32
New +$3.49K ﹤0.01% 824

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Berman Capital Advisors's TIP Position: Q3 2019 in Review

Berman Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 183 shares — an estimated $21K sold.

Berman Capital Advisors first reported a position in TIP in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q2 2019. 805 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Berman Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 183 iShares TIPS Bond ETF shares in Q3 2019, an estimated $21K.
  • Berman Capital Advisors first reported a position in iShares TIPS Bond ETF in Q4 2018 and held it in 2 quarters.
  • Berman Capital Advisors's iShares TIPS Bond ETF position peaked at $21K in Q2 2019.
  • 805 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

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