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

Cordasco Financial Network’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
2017 Q1	–	Sell	-300	Closed	-$16K	–	297
2016 Q4	$16K	Sell	300 -700	-70%	-$37.7K	0.02%	164
2016 Q3	$55K	Hold	1,000	–	–	0.06%	124
2016 Q2	$55K	Hold	1,000	–	–	0.06%	124
2016 Q1	$54K	Sell	1,000 -250	-20%	-$12.8K	0.06%	127
2015 Q4	$63K	Hold	1,250	–	–	0.06%	122
2015 Q3	$65K	Sell	1,250 -2,350	-65%	-$125K	0.05%	119
2015 Q2	$198K	Sell	3,600 -350	-9%	-$19.4K	0.16%	76
2015 Q1	$216K	Sell	3,950 -1,185	-23%	-$65.8K	0.15%	85
2014 Q4	$292K	Sell	5,135 -180	-3%	-$10.5K	0.23%	78
2014 Q3	$312K	Hold	5,315	–	–	0.24%	74
2014 Q2	$330K	Hold	5,315	–	–	0.25%	72
2014 Q1	$319K	Sell	5,315 -1,122	-17%	-$65.8K	0.26%	73
2013 Q4	$376K	Buy	+6,437	New	+$382K	0.28%	65

Other funds holding WIP

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

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

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Cordasco Financial Network's WIP Position: Q1 2017 in Review

Cordasco Financial Network sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2017, closing a stake of 300 shares — an estimated $16K sold.

Cordasco Financial Network first reported a position in WIP in Q4 2013 and held it in 13 quarters. The position peaked at $376K in Q4 2013. 79 funds tracked by Wall St. Rank hold WIP as of Q1 2017.

Cordasco Financial Network reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2017 after selling out during the quarter.
Cordasco Financial Network sold 300 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2017, an estimated $16K.
Cordasco Financial Network first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 13 quarters.
Cordasco Financial Network's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $376K in Q4 2013.
79 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2017.

Based on Cordasco Financial Network's 13F filing for Q1 2017, filed 7 Apr 2017.