EIM
TIP icon

Emerson Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Emerson Investment 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
Q4 		– Sell
-1,688
Closed -$189K – 189
2014
Q3 		$189K Buy
+1,688
New +$193K 0.04% 150

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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 $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Emerson Investment Management's TIP Position: Q4 2014 in Review

Emerson Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2014, closing a stake of 1,688 shares — an estimated $189K sold.

Emerson Investment Management first reported a position in TIP in Q3 2014 and held it in 1 quarter. The position peaked at $189K in Q3 2014. 508 funds tracked by Wall St. Rank hold TIP as of Q4 2014.

  • Emerson Investment Management reported no remaining iShares TIPS Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Emerson Investment Management sold 1,688 iShares TIPS Bond ETF shares in Q4 2014, an estimated $189K.
  • Emerson Investment Management first reported a position in iShares TIPS Bond ETF in Q3 2014 and held it in 1 quarter.
  • Emerson Investment Management's iShares TIPS Bond ETF position peaked at $189K in Q3 2014.
  • 508 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2014.

Based on Emerson Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.