EWF
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Epstein & White Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Epstein & White Financial’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
2018
Q3 		– Sell
-2,437
Closed -$273K – 108
2018
Q2 		$273K Sell
2,437
-1,503
-38% -$169K 0.2% 81
2018
Q1 		$445K Sell
3,940
-4,254
-52% -$479K 0.29% 62
2017
Q4 		$922K Buy
+8,194
New +$932K 0.53% 28

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Epstein & White Financial's TIP Position: Q3 2018 in Review

Epstein & White Financial sold out of iShares TIPS Bond ETF (TIP) in Q3 2018, closing a stake of 2,437 shares — an estimated $273K sold.

Epstein & White Financial first reported a position in TIP in Q4 2017 and held it in 3 quarters. The position peaked at $922K in Q4 2017. 791 funds tracked by Wall St. Rank hold TIP as of Q3 2018.

  • Epstein & White Financial reported no remaining iShares TIPS Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 2,437 iShares TIPS Bond ETF shares in Q3 2018, an estimated $273K.
  • Epstein & White Financial first reported a position in iShares TIPS Bond ETF in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's iShares TIPS Bond ETF position peaked at $922K in Q4 2017.
  • 791 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.