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Brouwer & Janachowski’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Brouwer & Janachowski’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-2,420
Closed -$67K – 79
2014
Q1 		$67K Buy
+2,420
New +$67.1K 0.03% 61

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brouwer & Janachowski's SPIP Position: Q2 2014 in Review

Brouwer & Janachowski sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2014, closing a stake of 2,420 shares — an estimated $67K sold.

Brouwer & Janachowski first reported a position in SPIP in Q1 2014 and held it in 1 quarter. The position peaked at $67K in Q1 2014. 52 funds tracked by Wall St. Rank hold SPIP as of Q2 2014.

  • Brouwer & Janachowski reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2014 after selling out during the quarter.
  • Brouwer & Janachowski sold 2,420 State Street SPDR Portfolio TIPS ETF shares in Q2 2014, an estimated $67K.
  • Brouwer & Janachowski first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2014 and held it in 1 quarter.
  • Brouwer & Janachowski's State Street SPDR Portfolio TIPS ETF position peaked at $67K in Q1 2014.
  • 52 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2014.

Based on Brouwer & Janachowski's 13F filing for Q2 2014, filed 11 Aug 2014.