Caldwell & Orkin’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Caldwell & Orkin’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	$836K	Sell	16,900 -17,000	-50%	-$840K	0.85%	41
2017 Q2	$1.67M	Hold	33,900	–	–	2.07%	19
2017 Q1	$1.68M	Buy	+33,900	New	+$1.67M	0.93%	50

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

TAIM

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Caldwell & Orkin's VTIP Position: Q3 2017 in Review

Caldwell & Orkin reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 50% in Q3 2017, selling an estimated $840K and leaving 16,900 shares worth $836K. The position accounts for 0.85% of the portfolio, ranked #41.

Caldwell & Orkin first reported a position in VTIP in Q1 2017 and has held it in 3 quarters since. The position peaked at $1.68M in Q1 2017. 206 funds tracked by Wall St. Rank hold VTIP as of Q3 2017.

Caldwell & Orkin held 16,900 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $836K as of Q3 2017.
Caldwell & Orkin sold 17,000 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2017, an estimated $840K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.85% of Caldwell & Orkin's portfolio in Q3 2017, its #41 holding.
Caldwell & Orkin first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and has held it in 3 quarters since.
Caldwell & Orkin's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.68M in Q1 2017.
206 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2017.

Based on Caldwell & Orkin's 13F filing for Q3 2017, filed 7 Nov 2017.