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Blume Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Blume Capital Management’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 		– Sell
-259
Closed -$29K – 249
2017
Q3 		$29K Buy
+259
New +$29.5K 0.02% 156
2015
Q2 		– Sell
-65
Closed -$7K – 273
2015
Q1 		$7K Hold
65
– – ﹤0.01% 240
2014
Q4 		$7K Hold
65
– – ﹤0.01% 259
2014
Q3 		$7K Sell
65
-90
-58% -$10.3K 0.01% 165
2014
Q2 		$18K Hold
155
– – 0.01% 145
2014
Q1 		$17K Sell
155
-228
-60% -$25.5K 0.01% 163
2013
Q4 		$42K Buy
+383
New +$42.8K 0.03% 132

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $202B AUM 37.79% 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 $1.81T AUM 41.13% 1-Year Est. Return

Blume Capital Management's TIP Position: Q4 2017 in Review

Blume Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2017, closing a stake of 259 shares — an estimated $29K sold.

Blume Capital Management first reported a position in TIP in Q4 2013 and held it in 7 quarters. The position peaked at $42K in Q4 2013. 786 funds tracked by Wall St. Rank hold TIP as of Q4 2017.

  • Blume Capital Management reported no remaining iShares TIPS Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Blume Capital Management sold 259 iShares TIPS Bond ETF shares in Q4 2017, an estimated $29K.
  • Blume Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2013 and held it in 7 quarters.
  • Blume Capital Management's iShares TIPS Bond ETF position peaked at $42K in Q4 2013.
  • 786 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2017.

Based on Blume Capital Management's 13F filing for Q4 2017, filed 12 Feb 2018.