CEMP
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Compass Efficient Model Portfolios’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Compass Efficient Model Portfolios’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-610
Closed -$17K – 137
2013
Q3 		$17K Buy
+610
New +$16.9K 0.12% 40

Other funds holding SPIP

LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Compass Efficient Model Portfolios's SPIP Position: Q4 2013 in Review

Compass Efficient Model Portfolios sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2013, closing a stake of 610 shares — an estimated $17K sold.

Compass Efficient Model Portfolios first reported a position in SPIP in Q3 2013 and held it in 1 quarter. The position peaked at $17K in Q3 2013. 53 funds tracked by Wall St. Rank hold SPIP as of Q4 2013.

  • Compass Efficient Model Portfolios reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2013 after selling out during the quarter.
  • Compass Efficient Model Portfolios sold 610 State Street SPDR Portfolio TIPS ETF shares in Q4 2013, an estimated $17K.
  • Compass Efficient Model Portfolios first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2013 and held it in 1 quarter.
  • Compass Efficient Model Portfolios's State Street SPDR Portfolio TIPS ETF position peaked at $17K in Q3 2013.
  • 53 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.