Buffington Mohr McNeal’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Buffington Mohr McNeal’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-22,570	Closed	-$2.23M	–	94
2014 Q4	$2.23M	Sell	22,570 -885	-4%	-$88.7K	1.28%	21
2014 Q3	$2.36M	Sell	23,455 -1,280	-5%	-$130K	1.34%	21
2014 Q2	$2.54M	Sell	24,735 -280	-1%	-$28.5K	1.4%	19
2014 Q1	$2.53M	Buy	25,015 +355	+1%	+$36K	1.51%	16
2013 Q4	$2.49M	Sell	24,660 -1,010	-4%	-$102K	1.53%	16
2013 Q3	$2.6M	Sell	25,670 -790	-3%	-$79.8K	1.63%	16
2013 Q2	$2.66M	Buy	+26,460	New	+$2.7M	1.77%	14

Other funds holding STIP

FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buffington Mohr McNeal's STIP Position: Q1 2015 in Review

Buffington Mohr McNeal sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2015, closing a stake of 22,570 shares — an estimated $2.23M sold.

Buffington Mohr McNeal first reported a position in STIP in Q2 2013 and held it in 7 quarters. The position peaked at $2.66M in Q2 2013. 68 funds tracked by Wall St. Rank hold STIP as of Q1 2015.

Buffington Mohr McNeal reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2015 after selling out during the quarter.
Buffington Mohr McNeal sold 22,570 iShares 0-5 Year TIPS Bond ETF shares in Q1 2015, an estimated $2.23M.
Buffington Mohr McNeal first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and held it in 7 quarters.
Buffington Mohr McNeal's iShares 0-5 Year TIPS Bond ETF position peaked at $2.66M in Q2 2013.
68 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2015.

Based on Buffington Mohr McNeal's 13F filing for Q1 2015, filed 30 Apr 2015.