Community Financial System’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Community Financial System’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 Q3	$47K	Hold	800	–	–	0.01%	240
2014 Q2	$50K	Sell	800 -75	-9%	-$4.59K	0.01%	238
2014 Q1	$53K	Hold	875	–	–	0.01%	231
2013 Q4	$51K	Hold	875	–	–	0.01%	235
2013 Q3	$52K	Hold	875	–	–	0.01%	228
2013 Q2	$50K	Buy	+875	New	+$53.8K	0.01%	220

Other funds holding WIP

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

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

PFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Community Financial System's WIP Position: Q3 2014 in Review

Community Financial System held its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) position steady in Q3 2014 at 800 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #240.

Community Financial System first reported a position in WIP in Q2 2013 and has held it in 6 quarters since. The position peaked at $53K in Q1 2014. 121 funds tracked by Wall St. Rank hold WIP as of Q3 2014.

Community Financial System held 800 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $47K as of Q3 2014.
Community Financial System left its State Street SPDR FTSE International Government Inflation-Protected Bond ETF share count unchanged in Q3 2014.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.01% of Community Financial System's portfolio in Q3 2014, its #240 holding.
Community Financial System first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and has held it in 6 quarters since.
Community Financial System's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $53K in Q1 2014.
121 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.