Cobble Hill Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cobble Hill Financial Services’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 Q3	$201K	Hold	2,000	–	–	0.04%	53
2014 Q2	$205K	Sell	2,000 -2,000	-50%	-$204K	0.03%	54
2014 Q1	$405K	Buy	+4,000	New	+$405K	0.07%	45
2013 Q4	–	Sell	-4,000	Closed	-$405K	–	64
2013 Q3	$405K	Hold	4,000	–	–	0.07%	52
2013 Q2	$403K	Buy	+4,000	New	+$409K	0.08%	44

Other funds holding STIP

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

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

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Cobble Hill Financial Services's STIP Position: Q3 2014 in Review

Cobble Hill Financial Services held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q3 2014 at 2,000 shares worth $201K. The position accounts for 0.04% of the portfolio, ranked #53.

Cobble Hill Financial Services first reported a position in STIP in Q2 2013 and has held it in 5 quarters since. The position peaked at $405K in Q1 2014. 65 funds tracked by Wall St. Rank hold STIP as of Q3 2014.

Cobble Hill Financial Services held 2,000 shares of iShares 0-5 Year TIPS Bond ETF worth $201K as of Q3 2014.
Cobble Hill Financial Services left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q3 2014.
iShares 0-5 Year TIPS Bond ETF made up 0.04% of Cobble Hill Financial Services's portfolio in Q3 2014, its #53 holding.
Cobble Hill Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and has held it in 5 quarters since.
Cobble Hill Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $405K in Q1 2014.
65 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2014.

Based on Cobble Hill Financial Services's 13F filing for Q3 2014, filed 19 Nov 2014.