CIM
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Cetera Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Cetera Investment Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,423
Closed -$271K – 71
2017
Q2 		$271K Sell
2,423
-1,461
-38% -$167K 0.34% 88
2017
Q1 		$445K Sell
3,884
-14,615
-79% -$1.67M 0.51% 75
2016
Q4 		$2.09M Buy
18,499
+2,187
+13% +$250K 1.57% 15
2016
Q3 		$1.9M Sell
16,312
-1,565
-9% -$182K 1.22% 23
2016
Q2 		$2.09M Sell
17,877
-1,900
-10% -$218K 1.23% 21
2016
Q1 		$2.26M Buy
19,777
+4,313
+28% +$482K 1.17% 20
2015
Q4 		$1.7M Buy
+15,464
New +$1.71M 0.69% 46

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Management's TIP Position: Q3 2017 in Review

Cetera Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2017, closing a stake of 2,423 shares — an estimated $271K sold.

Cetera Investment Management first reported a position in TIP in Q4 2015 and held it in 7 quarters. The position peaked at $2.26M in Q1 2016. 686 funds tracked by Wall St. Rank hold TIP as of Q3 2017.

  • Cetera Investment Management reported no remaining iShares TIPS Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 2,423 iShares TIPS Bond ETF shares in Q3 2017, an estimated $271K.
  • Cetera Investment Management first reported a position in iShares TIPS Bond ETF in Q4 2015 and held it in 7 quarters.
  • Cetera Investment Management's iShares TIPS Bond ETF position peaked at $2.26M in Q1 2016.
  • 686 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.