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Capital Directions Investment Advisors’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Capital Directions Investment Advisors’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
2017
Q4 		– Sell
-282
Closed -$28K – 104
2017
Q3 		$28K Buy
+282
New +$28.3K 0.01% 82

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $709M AUM 18.05% 1-Year Est. Return

Capital Directions Investment Advisors's STIP Position: Q4 2017 in Review

Capital Directions Investment Advisors sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2017, closing a stake of 282 shares — an estimated $28K sold.

Capital Directions Investment Advisors first reported a position in STIP in Q3 2017 and held it in 1 quarter. The position peaked at $28K in Q3 2017. 146 funds tracked by Wall St. Rank hold STIP as of Q4 2017.

  • Capital Directions Investment Advisors reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 282 iShares 0-5 Year TIPS Bond ETF shares in Q4 2017, an estimated $28K.
  • Capital Directions Investment Advisors first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2017 and held it in 1 quarter.
  • Capital Directions Investment Advisors's iShares 0-5 Year TIPS Bond ETF position peaked at $28K in Q3 2017.
  • 146 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.