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 $49B AUM 17.78% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $5.75B AUM 21.14% 1-Year Est. Return

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

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

Bank of America

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