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EPG Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

EPG Wealth Management’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
2020
Q1 		– Sell
-127
Closed -$7K – 883
2019
Q4 		$7K Buy
+127
New +$6.93K 0.01% 472

Other funds holding WIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EPG Wealth Management's WIP Position: Q1 2020 in Review

EPG Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2020, closing a stake of 127 shares — an estimated $7K sold.

EPG Wealth Management first reported a position in WIP in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2020.

  • EPG Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2020 after selling out during the quarter.
  • EPG Wealth Management sold 127 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2020, an estimated $7K.
  • EPG Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2019 and held it in 1 quarter.
  • EPG Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $7K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2020.

Based on EPG Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.