C.M. Bidwell & Associates’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

C.M. Bidwell & Associates’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
2019 Q2	–	Sell	-1,800	Closed	-$50K	–	455
2019 Q1	$50K	Hold	1,800	–	–	0.05%	243
2018 Q4	$49K	Hold	1,800	–	–	0.05%	243
2018 Q3	$49K	Hold	1,800	–	–	0.05%	235
2018 Q2	$50K	Hold	1,800	–	–	0.05%	247
2018 Q1	$50K	Buy	+1,800	New	+$50K	0.05%	239

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

C.M. Bidwell & Associates's SPIP Position: Q2 2019 in Review

C.M. Bidwell & Associates sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q2 2019, closing a stake of 1,800 shares — an estimated $50K sold.

C.M. Bidwell & Associates first reported a position in SPIP in Q1 2018 and held it in 5 quarters. The position peaked at $50K in Q1 2019. 130 funds tracked by Wall St. Rank hold SPIP as of Q2 2019.

C.M. Bidwell & Associates reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q2 2019 after selling out during the quarter.
C.M. Bidwell & Associates sold 1,800 State Street SPDR Portfolio TIPS ETF shares in Q2 2019, an estimated $50K.
C.M. Bidwell & Associates first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2018 and held it in 5 quarters.
C.M. Bidwell & Associates's State Street SPDR Portfolio TIPS ETF position peaked at $50K in Q1 2019.
130 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q2 2019.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2019, filed 7 Aug 2019.