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Cumberland Partners’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Cumberland Partners’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,200
Closed -$218K – 66
2014
Q4 		$218K Hold
2,200
– – 0.02% 56
2014
Q3 		$221K Hold
2,200
– – 0.03% 46
2014
Q2 		$225K Hold
2,200
– – 0.03% 49
2014
Q1 		$223K Hold
2,200
– – 0.03% 48
2013
Q4 		$222K Hold
2,200
– – 0.02% 48
2013
Q3 		$223K Buy
+2,200
New +$222K 0.03% 55

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BIT
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cumberland Partners's STIP Position: Q1 2015 in Review

Cumberland Partners sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2015, closing a stake of 2,200 shares — an estimated $218K sold.

Cumberland Partners first reported a position in STIP in Q3 2013 and held it in 6 quarters. The position peaked at $225K in Q2 2014. 68 funds tracked by Wall St. Rank hold STIP as of Q1 2015.

  • Cumberland Partners reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Cumberland Partners sold 2,200 iShares 0-5 Year TIPS Bond ETF shares in Q1 2015, an estimated $218K.
  • Cumberland Partners first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2013 and held it in 6 quarters.
  • Cumberland Partners's iShares 0-5 Year TIPS Bond ETF position peaked at $225K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2015.

Based on Cumberland Partners's 13F filing for Q1 2015, filed 12 May 2015.