CIBC Bank USA’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

CIBC Bank USA’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
2015 Q1	–	Sell	-5,447	Closed	-$263K	–	297
2014 Q4	$263K	Buy	5,447 +73	+1%	+$3.59K	0.05%	244
2014 Q3	$266K	Buy	5,374 +434	+9%	+$21.6K	0.05%	246
2014 Q2	$247K	Sell	4,940 -705	-12%	-$35.1K	0.05%	254
2014 Q1	$279K	Sell	5,645 -6,392	-53%	-$316K	0.06%	243
2013 Q4	$594K	Sell	12,037 -571	-5%	-$28.2K	0.13%	156
2013 Q3	$623K	Sell	12,608 -63,240	-83%	-$3.12M	0.15%	145
2013 Q2	$3.73M	Buy	+75,848	New	+$3.78M	0.22%	81

Other funds holding VTIP

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIBC Bank USA's VTIP Position: Q1 2015 in Review

CIBC Bank USA sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2015, closing a stake of 5,447 shares — an estimated $263K sold.

CIBC Bank USA first reported a position in VTIP in Q2 2013 and held it in 7 quarters. The position peaked at $3.73M in Q2 2013. 114 funds tracked by Wall St. Rank hold VTIP as of Q1 2015.

CIBC Bank USA reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2015 after selling out during the quarter.
CIBC Bank USA sold 5,447 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2015, an estimated $263K.
CIBC Bank USA first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and held it in 7 quarters.
CIBC Bank USA's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.73M in Q2 2013.
114 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2015.

Based on CIBC Bank USA's 13F filing for Q1 2015, filed 9 Apr 2015.