Concert Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Concert Wealth Management’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
2014 Q4	–	Sell	-10,005	Closed	-$493K	–	675
2014 Q3	$493K	Hold	10,005	–	–	0.07%	265
2014 Q2	$490K	Sell	10,005 -75	-0.7%	-$3.73K	0.06%	281
2014 Q1	$497K	Buy	10,080 +75	+0.7%	+$3.71K	0.06%	270
2013 Q4	$494K	Buy	+10,005	New	+$495K	0.06%	261

Other funds holding VTIP

WCM

Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Concert Wealth Management's VTIP Position: Q4 2014 in Review

Concert Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2014, closing a stake of 10,005 shares — an estimated $493K sold.

Concert Wealth Management first reported a position in VTIP in Q4 2013 and held it in 4 quarters. The position peaked at $497K in Q1 2014. 115 funds tracked by Wall St. Rank hold VTIP as of Q4 2014.

Concert Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2014 after selling out during the quarter.
Concert Wealth Management sold 10,005 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2014, an estimated $493K.
Concert Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2013 and held it in 4 quarters.
Concert Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $497K in Q1 2014.
115 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.