CAM
TIP icon

Cypress Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Cypress Asset Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,600
Closed -$295K – 196
2017
Q2 		$295K Hold
2,600
– – 0.06% 164
2017
Q1 		$298K Hold
2,600
– – 0.06% 178
2016
Q4 		$294K Buy
+2,600
New +$297K 0.06% 178
2014
Q1 		– Sell
-2,100
Closed -$231K – 205
2013
Q4 		$231K Sell
2,100
-200
-9% -$22.3K 0.04% 184
2013
Q3 		$259K Hold
2,300
– – 0.05% 169
2013
Q2 		$258K Buy
+2,300
New +$272K 0.05% 172

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $19.6B AUM 25.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cypress Asset Management's TIP Position: Q3 2017 in Review

Cypress Asset Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2017, closing a stake of 2,600 shares — an estimated $295K sold.

Cypress Asset Management first reported a position in TIP in Q2 2013 and held it in 6 quarters. The position peaked at $298K in Q1 2017. 686 funds tracked by Wall St. Rank hold TIP as of Q3 2017.

  • Cypress Asset Management reported no remaining iShares TIPS Bond ETF position as of Q3 2017 after selling out during the quarter.
  • Cypress Asset Management sold 2,600 iShares TIPS Bond ETF shares in Q3 2017, an estimated $295K.
  • Cypress Asset Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 6 quarters.
  • Cypress Asset Management's iShares TIPS Bond ETF position peaked at $298K in Q1 2017.
  • 686 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2017.

Based on Cypress Asset Management's 13F filing for Q3 2017, filed 8 Nov 2017.