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Cetera Investment Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cetera Investment Management’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
2016
Q1 		– Sell
-2,279
Closed -$225K – 158
2015
Q4 		$225K Buy
+2,279
New +$226K 0.09% 141

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PCA
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Management's STIP Position: Q1 2016 in Review

Cetera Investment Management sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2016, closing a stake of 2,279 shares — an estimated $225K sold.

Cetera Investment Management first reported a position in STIP in Q4 2015 and held it in 1 quarter. The position peaked at $225K in Q4 2015. 71 funds tracked by Wall St. Rank hold STIP as of Q1 2016.

  • Cetera Investment Management reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2016 after selling out during the quarter.
  • Cetera Investment Management sold 2,279 iShares 0-5 Year TIPS Bond ETF shares in Q1 2016, an estimated $225K.
  • Cetera Investment Management first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2015 and held it in 1 quarter.
  • Cetera Investment Management's iShares 0-5 Year TIPS Bond ETF position peaked at $225K in Q4 2015.
  • 71 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2016.

Based on Cetera Investment Management's 13F filing for Q1 2016, filed 12 May 2016.