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Bluefin Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Bluefin Capital Management’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-4,802
Closed -$233K – 531
2015
Q1 		$233K Buy
+4,802
New +$233K 0.02% 363
2014
Q1 		– Sell
-24,259
Closed -$1.2M – 542
2013
Q4 		$1.2M Sell
24,259
-4,793
-16% -$237K 0.09% 184
2013
Q3 		$1.4M Buy
29,052
+5,594
+24% +$276K 0.13% 147
2013
Q2 		$1.2M Buy
+23,458
New +$1.17M 0.11% 194

Other funds holding VTIP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Bluefin Capital Management's VTIP Position: Q2 2015 in Review

Bluefin Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2015, closing a stake of 4,802 shares — an estimated $233K sold.

Bluefin Capital Management first reported a position in VTIP in Q2 2013 and held it in 4 quarters. The position peaked at $1.4M in Q3 2013. 121 funds tracked by Wall St. Rank hold VTIP as of Q2 2015.

  • Bluefin Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2015 after selling out during the quarter.
  • Bluefin Capital Management sold 4,802 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2015, an estimated $233K.
  • Bluefin Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and held it in 4 quarters.
  • Bluefin Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.4M in Q3 2013.
  • 121 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2015.

Based on Bluefin Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.