EWM
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Edge Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Edge Wealth 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
2016
Q4 		– Sell
-154
Closed -$18K – 529
2016
Q3 		$18K Buy
+154
New +$17.9K 0.01% 279

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Edge Wealth Management's TIP Position: Q4 2016 in Review

Edge Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2016, closing a stake of 154 shares — an estimated $18K sold.

Edge Wealth Management first reported a position in TIP in Q3 2016 and held it in 1 quarter. The position peaked at $18K in Q3 2016. 650 funds tracked by Wall St. Rank hold TIP as of Q4 2016.

  • Edge Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Edge Wealth Management sold 154 iShares TIPS Bond ETF shares in Q4 2016, an estimated $18K.
  • Edge Wealth Management first reported a position in iShares TIPS Bond ETF in Q3 2016 and held it in 1 quarter.
  • Edge Wealth Management's iShares TIPS Bond ETF position peaked at $18K in Q3 2016.
  • 650 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2016.

Based on Edge Wealth Management's 13F filing for Q4 2016, filed 24 Jan 2017.