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Boston Standard Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Boston Standard Wealth Management’s Portfolio WIP Stock Details WIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,601
Closed -$206K – 32
2017
Q3 		$206K Sell
3,601
-1,647
-31% -$94K 0.14% 21
2017
Q2 		$291K Sell
5,248
-7,416
-59% -$412K 0.2% 20
2017
Q1 		$694K Sell
12,664
-3,760
-23% -$202K 0.53% 14
2016
Q4 		$854K Sell
16,424
-1,124
-6% -$60.5K 0.68% 15
2016
Q3 		$999K Buy
17,548
+386
+2% +$21.6K 0.81% 15
2016
Q2 		$942K Sell
17,162
-142
-0.8% -$7.68K 0.82% 16
2016
Q1 		$934K Buy
17,304
+370
+2% +$19K 0.86% 18
2015
Q4 		$854K Sell
16,934
-717
-4% -$37.4K 0.84% 17
2015
Q3 		$916K Sell
17,651
-795
-4% -$42.4K 0.91% 17
2015
Q2 		$1.01M Sell
18,446
-504
-3% -$28K 0.95% 16
2015
Q1 		$1.04M Sell
18,950
-2,816
-13% -$156K 0.97% 17
2014
Q4 		$1.24M Buy
+21,766
New +$1.27M 1.23% 16

Other funds holding WIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Boston Standard Wealth Management's WIP Position: Q4 2017 in Review

Boston Standard Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2017, closing a stake of 3,601 shares — an estimated $206K sold.

Boston Standard Wealth Management first reported a position in WIP in Q4 2014 and held it in 12 quarters. The position peaked at $1.24M in Q4 2014. 85 funds tracked by Wall St. Rank hold WIP as of Q4 2017.

  • Boston Standard Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Boston Standard Wealth Management sold 3,601 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2017, an estimated $206K.
  • Boston Standard Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2014 and held it in 12 quarters.
  • Boston Standard Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.24M in Q4 2014.
  • 85 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2017.

Based on Boston Standard Wealth Management's 13F filing for Q4 2017, filed 9 Jan 2018.