BGC
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Blue Granite Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Blue Granite Capital’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
2017
Q4 		$984K Buy
8,612
+600
+7% +$68.2K 0.72% 12
2017
Q3 		$909K Hold
8,012
– – 0.63% 64
2017
Q2 		$908K Buy
8,012
+1,912
+31% +$218K 0.59% 55
2017
Q1 		$699K Hold
6,100
– – 0.46% 57
2016
Q4 		$690K Buy
+6,100
New +$697K 0.49% 58

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Granite Capital's TIP Position: Q4 2017 in Review

Blue Granite Capital increased its iShares TIPS Bond ETF (TIP) stake by 7.5% in Q4 2017, buying an estimated $68.2K and bringing the position to 8,612 shares worth $984K. The position accounts for 0.72% of the portfolio, ranked #12.

Blue Granite Capital first reported a position in TIP in Q4 2016 and has held it in 5 quarters since. 785 funds tracked by Wall St. Rank hold TIP as of Q4 2017.

  • Blue Granite Capital held 8,612 shares of iShares TIPS Bond ETF worth $984K as of Q4 2017.
  • Blue Granite Capital bought 600 iShares TIPS Bond ETF shares in Q4 2017, an estimated $68.2K.
  • iShares TIPS Bond ETF made up 0.72% of Blue Granite Capital's portfolio in Q4 2017, its #12 holding.
  • Blue Granite Capital first reported a position in iShares TIPS Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • 785 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2017.

Based on Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.