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

Brouwer & Janachowski’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 Q2	–	Sell	-6,580	Closed	-$392K	–	55
2018 Q1	$392K	Sell	6,580 -457	-6%	-$26.8K	0.08%	37
2017 Q4	$405K	Hold	7,037	–	–	0.08%	38
2017 Q3	$403K	Hold	7,037	–	–	0.08%	38
2017 Q2	$391K	Sell	7,037 -58	-0.8%	-$3.22K	0.08%	39
2017 Q1	$389K	Sell	7,095 -2,262	-24%	-$121K	0.08%	36
2016 Q4	$487K	Sell	9,357 -479	-5%	-$25.8K	0.11%	31
2016 Q3	$560K	Sell	9,836 -690	-7%	-$38.6K	0.14%	28
2016 Q2	$578K	Sell	10,526 -4,030	-28%	-$218K	0.16%	29
2016 Q1	$790K	Sell	14,556 -1,240	-8%	-$63.6K	0.27%	28
2015 Q4	$795K	Sell	15,796 -3,039	-16%	-$159K	0.43%	23
2015 Q3	$980K	Sell	18,835 -6,316	-25%	-$336K	0.46%	26
2015 Q2	$1.38M	Sell	25,151 -4,168	-14%	-$231K	0.61%	26
2015 Q1	$1.6M	Sell	29,319 -3,926	-12%	-$218K	0.68%	28
2014 Q4	$1.89M	Sell	33,245 -1,670	-5%	-$97.7K	0.82%	27
2014 Q3	$2.05M	Sell	34,915 -1,014	-3%	-$62.2K	0.98%	24
2014 Q2	$2.23M	Sell	35,929 -141	-0.4%	-$8.62K	1.07%	22
2014 Q1	$2.17M	Sell	36,070 -5,711	-14%	-$335K	1.06%	23
2013 Q4	$2.44M	Buy	+41,781	New	+$2.48M	1.2%	22

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAM

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

Brouwer & Janachowski's WIP Position: Q2 2018 in Review

Brouwer & Janachowski sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2018, closing a stake of 6,580 shares — an estimated $392K sold.

Brouwer & Janachowski first reported a position in WIP in Q4 2013 and held it in 18 quarters. The position peaked at $2.44M in Q4 2013. 91 funds tracked by Wall St. Rank hold WIP as of Q2 2018.

Brouwer & Janachowski reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2018 after selling out during the quarter.
Brouwer & Janachowski sold 6,580 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2018, an estimated $392K.
Brouwer & Janachowski first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 18 quarters.
Brouwer & Janachowski's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.44M in Q4 2013.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2018.

Based on Brouwer & Janachowski's 13F filing for Q2 2018, filed 7 Aug 2018.