BHF Kleinwort Benson Group’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

BHF Kleinwort Benson Group’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
2015 Q1	–	Sell	-1,135	Closed	-$63K	–	469
2014 Q4	$63K	Hold	1,135	–	–	﹤0.01%	385
2014 Q3	$67K	Hold	1,135	–	–	﹤0.01%	461
2014 Q2	$70K	Hold	1,135	–	–	﹤0.01%	463
2014 Q1	$68K	Hold	1,135	–	–	﹤0.01%	480
2013 Q4	$66K	Buy	1,135 +960	+549%	+$57K	﹤0.01%	252
2013 Q3	$10K	Hold	175	–	–	﹤0.01%	277
2013 Q2	$11K	Buy	+175	New	+$10.8K	﹤0.01%	265

Other funds holding WIP

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

BHF Kleinwort Benson Group's WIP Position: Q1 2015 in Review

BHF Kleinwort Benson Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2015, closing a stake of 1,135 shares — an estimated $63K sold.

BHF Kleinwort Benson Group first reported a position in WIP in Q2 2013 and held it in 7 quarters. The position peaked at $70K in Q2 2014. 106 funds tracked by Wall St. Rank hold WIP as of Q1 2015.

BHF Kleinwort Benson Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2015 after selling out during the quarter.
BHF Kleinwort Benson Group sold 1,135 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2015, an estimated $63K.
BHF Kleinwort Benson Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 7 quarters.
BHF Kleinwort Benson Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $70K in Q2 2014.
106 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2015.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2015, filed 12 May 2015.