CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-24,991	Closed	-$1.47M	–	80
2014 Q3	$1.47M	Sell	24,991 -1,456	-6%	-$89.3K	0.31%	43
2014 Q2	$1.64M	Sell	26,447 -129	-0.5%	-$7.89K	0.32%	44
2014 Q1	$1.6M	Sell	26,576 -124	-0.5%	-$7.28K	0.35%	45
2013 Q4	$1.56M	Sell	26,700 -5,191	-16%	-$308K	0.39%	45
2013 Q3	$1.9M	Buy	+31,891	New	+$1.86M	0.52%	39

Other funds holding WIP

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's WIP Position: Q4 2014 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2014, closing a stake of 24,991 shares — an estimated $1.47M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in WIP in Q3 2013 and held it in 5 quarters. The position peaked at $1.9M in Q3 2013. 117 funds tracked by Wall St. Rank hold WIP as of Q4 2014.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2014 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 24,991 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2014, an estimated $1.47M.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2013 and held it in 5 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.9M in Q3 2013.
117 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2014.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2014, filed 22 Jan 2015.