Doyle Wealth Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Doyle Wealth Management’s Portfolio SPIP Stock Details SPIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-410	Closed	-$11K	–	665
2018 Q4	$11K	Buy	+410	New	+$11K	﹤0.01%	610

Other funds holding SPIP

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Doyle Wealth Management's SPIP Position: Q1 2019 in Review

Doyle Wealth Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2019, closing a stake of 410 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in SPIP in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 135 funds tracked by Wall St. Rank hold SPIP as of Q1 2019.

Doyle Wealth Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2019 after selling out during the quarter.
Doyle Wealth Management sold 410 State Street SPDR Portfolio TIPS ETF shares in Q1 2019, an estimated $11K.
Doyle Wealth Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2018 and held it in 1 quarter.
Doyle Wealth Management's State Street SPDR Portfolio TIPS ETF position peaked at $11K in Q4 2018.
135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.