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Edge Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Edge Advisors’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-258
Closed -$5K – 993
2017
Q2 		$5K Buy
+258
New +$5.05K ﹤0.01% 816

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edge Advisors's TIPX Position: Q3 2017 in Review

Edge Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2017, closing a stake of 258 shares — an estimated $5K sold.

Edge Advisors first reported a position in TIPX in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 12 funds tracked by Wall St. Rank hold TIPX as of Q3 2017.

  • Edge Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2017 after selling out during the quarter.
  • Edge Advisors sold 258 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2017, an estimated $5K.
  • Edge Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2017 and held it in 1 quarter.
  • Edge Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $5K in Q2 2017.
  • 12 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.