Compagnie Lombard Odier SCmA’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Compagnie Lombard Odier SCmA’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
2017 Q4	–	Sell	-5,100	Closed	-$252K	–	714
2017 Q3	$252K	Hold	5,100	–	–	0.01%	340
2017 Q2	$251K	Hold	5,100	–	–	0.01%	331
2017 Q1	$252K	Hold	5,100	–	–	0.01%	342
2016 Q4	$251K	Hold	5,100	–	–	0.01%	418
2016 Q3	$253K	Sell	5,100 -71,300	-93%	-$3.52M	0.01%	444
2016 Q2	$3.78M	Buy	+76,400	New	+$3.75M	0.11%	134

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compagnie Lombard Odier SCmA's VTIP Position: Q4 2017 in Review

Compagnie Lombard Odier SCmA sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2017, closing a stake of 5,100 shares — an estimated $252K sold.

Compagnie Lombard Odier SCmA first reported a position in VTIP in Q2 2016 and held it in 6 quarters. The position peaked at $3.78M in Q2 2016. 246 funds tracked by Wall St. Rank hold VTIP as of Q4 2017.

Compagnie Lombard Odier SCmA reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2017 after selling out during the quarter.
Compagnie Lombard Odier SCmA sold 5,100 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2017, an estimated $252K.
Compagnie Lombard Odier SCmA first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2016 and held it in 6 quarters.
Compagnie Lombard Odier SCmA's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $3.78M in Q2 2016.
246 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2017.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2017, filed 13 Feb 2018.