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

Elite 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
2014
Q2 		– Sell
-77
Closed -$9K – 482
2014
Q1 		$9K Buy
+77
New +$8.61K 0.01% 248
2013
Q3 		– Sell
-72
Closed -$8K – 462
2013
Q2 		$8K Buy
+72
New +$8.52K 0.01% 225

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 $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Elite Wealth Management's TIP Position: Q2 2014 in Review

Elite Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q2 2014, closing a stake of 77 shares — an estimated $9K sold.

Elite Wealth Management first reported a position in TIP in Q2 2013 and held it in 2 quarters. The position peaked at $9K in Q1 2014. 470 funds tracked by Wall St. Rank hold TIP as of Q2 2014.

  • Elite Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 77 iShares TIPS Bond ETF shares in Q2 2014, an estimated $9K.
  • Elite Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 2 quarters.
  • Elite Wealth Management's iShares TIPS Bond ETF position peaked at $9K in Q1 2014.
  • 470 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.