Cabot Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Cabot Wealth Management’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
2015 Q1	–	Sell	-40,483	Closed	-$2.31M	–	155
2014 Q4	$2.31M	Sell	40,483 -364	-0.9%	-$21.3K	0.57%	73
2014 Q3	$2.4M	Sell	40,847 -2,465	-6%	-$151K	0.61%	74
2014 Q2	$2.69M	Sell	43,312 -375	-0.9%	-$22.9K	0.67%	71
2014 Q1	$2.63M	Sell	43,687 -2,545	-6%	-$149K	0.69%	71
2013 Q4	$2.7M	Buy	46,232 +39,221	+559%	+$2.33M	0.71%	71
2013 Q3	$418K	Sell	7,011 -499	-7%	-$29.1K	0.13%	131
2013 Q2	$432K	Buy	+7,510	New	+$462K	0.15%	146

Other funds holding WIP

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

PFA

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

PAM

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

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Cabot Wealth Management's WIP Position: Q1 2015 in Review

Cabot Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2015, closing a stake of 40,483 shares — an estimated $2.31M sold.

Cabot Wealth Management first reported a position in WIP in Q2 2013 and held it in 7 quarters. The position peaked at $2.7M in Q4 2013. 106 funds tracked by Wall St. Rank hold WIP as of Q1 2015.

Cabot Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2015 after selling out during the quarter.
Cabot Wealth Management sold 40,483 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2015, an estimated $2.31M.
Cabot Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 7 quarters.
Cabot Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.7M in Q4 2013.
106 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2015.

Based on Cabot Wealth Management's 13F filing for Q1 2015, filed 7 May 2015.