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Bluefin Capital Management’s Schwab US TIPS ETF SCHP Stock Holding History

Bluefin Capital Management’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-16,072
Closed -$400K – 762
2014
Q1 		$400K Sell
16,072
-51,896
-76% -$1.4M 0.03% 352
2013
Q4 		$1.79M Buy
67,968
+37,792
+125% +$1.01M 0.14% 145
2013
Q3 		$800K Buy
+30,176
New +$810K 0.07% 211

Other funds holding SCHP

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Bluefin Capital Management's SCHP Position: Q2 2014 in Review

Bluefin Capital Management sold out of Schwab US TIPS ETF (SCHP) in Q2 2014, closing a stake of 16,072 shares — an estimated $400K sold.

Bluefin Capital Management first reported a position in SCHP in Q3 2013 and held it in 3 quarters. The position peaked at $1.79M in Q4 2013. 51 funds tracked by Wall St. Rank hold SCHP as of Q2 2014.

  • Bluefin Capital Management reported no remaining Schwab US TIPS ETF position as of Q2 2014 after selling out during the quarter.
  • Bluefin Capital Management sold 16,072 Schwab US TIPS ETF shares in Q2 2014, an estimated $400K.
  • Bluefin Capital Management first reported a position in Schwab US TIPS ETF in Q3 2013 and held it in 3 quarters.
  • Bluefin Capital Management's Schwab US TIPS ETF position peaked at $1.79M in Q4 2013.
  • 51 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q2 2014.

Based on Bluefin Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.