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Bluefin Capital Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Bluefin Capital Management’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-19,414
Closed -$1.96M – 534
2013
Q4 		$1.96M Buy
+19,414
New +$1.97M 0.15% 135

Other funds holding STIP

CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Bluefin Capital Management's STIP Position: Q1 2014 in Review

Bluefin Capital Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2014, closing a stake of 19,414 shares — an estimated $1.96M sold.

Bluefin Capital Management first reported a position in STIP in Q4 2013 and held it in 1 quarter. The position peaked at $1.96M in Q4 2013. 63 funds tracked by Wall St. Rank hold STIP as of Q1 2014.

  • Bluefin Capital Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Bluefin Capital Management sold 19,414 iShares 0-5 Year TIPS Bond ETF shares in Q1 2014, an estimated $1.96M.
  • Bluefin Capital Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2013 and held it in 1 quarter.
  • Bluefin Capital Management's iShares 0-5 Year TIPS Bond ETF position peaked at $1.96M in Q4 2013.
  • 63 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2014.

Based on Bluefin Capital Management's 13F filing for Q1 2014, filed 15 May 2014.