EFG Asset Management (Americas)’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

EFG Asset Management (Americas)’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-4,261	Closed	-$232K	–	148
2015 Q1	$232K	Hold	4,261	–	–	0.18%	66
2014 Q4	$243K	Buy	+4,261	New	+$249K	0.15%	87

Other funds holding WIP

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

EFG Asset Management (Americas)'s WIP Position: Q2 2015 in Review

EFG Asset Management (Americas) sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2015, closing a stake of 4,261 shares — an estimated $232K sold.

EFG Asset Management (Americas) first reported a position in WIP in Q4 2014 and held it in 2 quarters. The position peaked at $243K in Q4 2014. 96 funds tracked by Wall St. Rank hold WIP as of Q2 2015.

EFG Asset Management (Americas) reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2015 after selling out during the quarter.
EFG Asset Management (Americas) sold 4,261 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2015, an estimated $232K.
EFG Asset Management (Americas) first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2014 and held it in 2 quarters.
EFG Asset Management (Americas)'s State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $243K in Q4 2014.
96 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2015.

Based on EFG Asset Management (Americas)'s 13F filing for Q2 2015, filed 13 Aug 2015.