Blue Bell Private Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Blue Bell Private 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
2017 Q3	–	Sell	-200	Closed	-$11K	–	255
2017 Q2	$11K	Hold	200	–	–	0.01%	186
2017 Q1	$11K	Hold	200	–	–	0.01%	185
2016 Q4	$11K	Hold	200	–	–	0.01%	195
2016 Q3	$12K	Hold	200	–	–	0.01%	346
2016 Q2	$11K	Hold	200	–	–	0.01%	355
2016 Q1	$11K	Hold	200	–	–	0.01%	353
2015 Q4	$10K	Hold	200	–	–	0.01%	373
2015 Q3	$10K	Hold	200	–	–	0.01%	371
2015 Q2	$11K	Hold	200	–	–	0.01%	364
2015 Q1	$10K	Hold	200	–	–	0.01%	365
2014 Q4	$11K	Hold	200	–	–	0.01%	369
2014 Q3	$12K	Hold	200	–	–	0.01%	378
2014 Q2	$12K	Hold	200	–	–	0.01%	350
2014 Q1	$12K	Hold	200	–	–	0.01%	330
2013 Q4	$12K	Buy	+200	New	+$11.9K	0.01%	347

Other funds holding WIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Blue Bell Private Wealth Management's WIP Position: Q3 2017 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2017, closing a stake of 200 shares — an estimated $11K sold.

Blue Bell Private Wealth Management first reported a position in WIP in Q4 2013 and held it in 15 quarters. The position peaked at $12K in Q3 2016. 77 funds tracked by Wall St. Rank hold WIP as of Q3 2017.

Blue Bell Private Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2017 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2017, an estimated $11K.
Blue Bell Private Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 15 quarters.
Blue Bell Private Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $12K in Q3 2016.
77 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2017.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2017, filed 24 Oct 2017.