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Estate Counselors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Estate Counselors’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-54,620
Closed -$1.51M – 58
2013
Q2 		$1.51M Buy
+54,620
New +$1.61M 0.77% 29

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Estate Counselors's SPIP Position: Q3 2013 in Review

Estate Counselors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2013, closing a stake of 54,620 shares — an estimated $1.51M sold.

Estate Counselors first reported a position in SPIP in Q2 2013 and held it in 1 quarter. The position peaked at $1.51M in Q2 2013. 51 funds tracked by Wall St. Rank hold SPIP as of Q3 2013.

  • Estate Counselors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2013 after selling out during the quarter.
  • Estate Counselors sold 54,620 State Street SPDR Portfolio TIPS ETF shares in Q3 2013, an estimated $1.51M.
  • Estate Counselors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2013 and held it in 1 quarter.
  • Estate Counselors's State Street SPDR Portfolio TIPS ETF position peaked at $1.51M in Q2 2013.
  • 51 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2013.

Based on Estate Counselors's 13F filing for Q3 2013, filed 23 Oct 2013.