Estate Counselors
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Estate Counselors’s State Street SPDR Portfolio TIPS Index 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 $3.38T AUM 44.17% 1-Year Est. Return
TIAA CREF Trust
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Beacon Trust
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Estate Counselors's SPIP Position: Q3 2013 in Review

Estate Counselors sold out of State Street SPDR Portfolio TIPS Index 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 Index ETF position as of Q3 2013 after selling out during the quarter.
  • Estate Counselors sold 54,620 State Street SPDR Portfolio TIPS Index ETF shares in Q3 2013, an estimated $1.51M.
  • Estate Counselors first reported a position in State Street SPDR Portfolio TIPS Index ETF in Q2 2013 and held it in 1 quarter.
  • Estate Counselors's State Street SPDR Portfolio TIPS Index ETF position peaked at $1.51M in Q2 2013.
  • 51 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS Index ETF as of Q3 2013.

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