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Douglass Winthrop Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Douglass Winthrop Advisors’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
2014
Q1 		– Sell
-2,867
Closed -$315K – 202
2013
Q4 		$315K Hold
2,867
– – 0.03% 148
2013
Q3 		$323K Buy
2,867
+900
+46% +$100K 0.04% 134
2013
Q2 		$220K Buy
+1,967
New +$233K 0.03% 166

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Douglass Winthrop Advisors's TIP Position: Q1 2014 in Review

Douglass Winthrop Advisors sold out of iShares TIPS Bond ETF (TIP) in Q1 2014, closing a stake of 2,867 shares — an estimated $315K sold.

Douglass Winthrop Advisors first reported a position in TIP in Q2 2013 and held it in 3 quarters. The position peaked at $323K in Q3 2013. 464 funds tracked by Wall St. Rank hold TIP as of Q1 2014.

  • Douglass Winthrop Advisors reported no remaining iShares TIPS Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 2,867 iShares TIPS Bond ETF shares in Q1 2014, an estimated $315K.
  • Douglass Winthrop Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 3 quarters.
  • Douglass Winthrop Advisors's iShares TIPS Bond ETF position peaked at $323K in Q3 2013.
  • 464 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2014.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2014, filed 15 Apr 2014.