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Bridgeworth’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Bridgeworth’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
2018
Q3 		– Sell
-5
Closed – – 547
2018
Q2 		$0 Buy
+5
New +$281 ﹤0.01% 641

Other funds holding WIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

Bridgeworth's WIP Position: Q3 2018 in Review

Bridgeworth sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2018, closing a stake of 5 shares.

Bridgeworth first reported a position in WIP in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 90 funds tracked by Wall St. Rank hold WIP as of Q3 2018.

  • Bridgeworth reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 5 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2018.
  • Bridgeworth first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $0 in Q2 2018.
  • 90 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.