CNB
STIP icon

City National Bank’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

City National Bank’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
2014
Q4 		– Sell
-7,509
Closed -$755K – 919
2014
Q3 		$755K Buy
7,509
+5,297
+239% +$538K 0.01% 569
2014
Q2 		$227K Buy
+2,212
New +$225K ﹤0.01% 825

Other funds holding STIP

F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

City National Bank's STIP Position: Q4 2014 in Review

City National Bank sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2014, closing a stake of 7,509 shares — an estimated $755K sold.

City National Bank first reported a position in STIP in Q2 2014 and held it in 2 quarters. The position peaked at $755K in Q3 2014. 70 funds tracked by Wall St. Rank hold STIP as of Q4 2014.

  • City National Bank reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2014 after selling out during the quarter.
  • City National Bank sold 7,509 iShares 0-5 Year TIPS Bond ETF shares in Q4 2014, an estimated $755K.
  • City National Bank first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2014 and held it in 2 quarters.
  • City National Bank's iShares 0-5 Year TIPS Bond ETF position peaked at $755K in Q3 2014.
  • 70 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2014.

Based on City National Bank's 13F filing for Q4 2014, filed 30 Jan 2015.