BMM
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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

F
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return