Brick & Kyle Associates’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Brick & Kyle Associates’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
2016 Q4	–	Sell	-600	Closed	-$34K	–	442
2016 Q3	$34K	Hold	600	–	–	0.03%	217
2016 Q2	$33K	Hold	600	–	–	0.03%	212
2016 Q1	$33K	Hold	600	–	–	0.03%	206
2015 Q4	$30K	Hold	600	–	–	0.03%	208
2015 Q3	$31K	Hold	600	–	–	0.03%	210
2015 Q2	$33K	Hold	600	–	–	0.03%	218
2015 Q1	$33K	Sell	600 -75	-11%	-$4.17K	0.03%	222
2014 Q4	$38K	Buy	+675	New	+$39.5K	0.03%	202

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Brick & Kyle Associates's WIP Position: Q4 2016 in Review

Brick & Kyle Associates sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2016, closing a stake of 600 shares — an estimated $34K sold.

Brick & Kyle Associates first reported a position in WIP in Q4 2014 and held it in 8 quarters. The position peaked at $38K in Q4 2014. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

Brick & Kyle Associates reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2016 after selling out during the quarter.
Brick & Kyle Associates sold 600 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $34K.
Brick & Kyle Associates first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2014 and held it in 8 quarters.
Brick & Kyle Associates's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $38K in Q4 2014.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

Based on Brick & Kyle Associates's 13F filing for Q4 2016, filed 5 Jan 2017.