ECM
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Exchange Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Exchange Capital 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
2018
Q4 		– Sell
-397
Closed -$44K – 254
2018
Q3 		$44K Hold
397
– – 0.01% 167
2018
Q2 		$45K Hold
397
– – 0.01% 170
2018
Q1 		$45K Hold
397
– – 0.01% 151
2017
Q4 		$45K Hold
397
– – 0.01% 148
2017
Q3 		$45K Hold
397
– – 0.01% 149
2017
Q2 		$45K Sell
397
-1,062
-73% -$121K 0.02% 133
2017
Q1 		$167K Sell
1,459
-1,384
-49% -$158K 0.06% 95
2016
Q4 		$322K Buy
2,843
+240
+9% +$27.4K 0.12% 76
2016
Q3 		$303K Sell
2,603
-5
-0.2% -$580 0.12% 86
2016
Q2 		$304K Sell
2,608
-1,634
-39% -$188K 0.12% 82
2016
Q1 		$486K Sell
4,242
-813
-16% -$90.8K 0.21% 70
2015
Q4 		$554K Sell
5,055
-4,316
-46% -$477K 0.23% 72
2015
Q3 		$1.04M Sell
9,371
-17,379
-65% -$1.94M 0.48% 55
2015
Q2 		$3M Sell
26,750
-1,807
-6% -$204K 1.22% 38
2015
Q1 		$3.24M Buy
28,557
+293
+1% +$33.2K 1.32% 37
2014
Q4 		$3.16M Buy
28,264
+614
+2% +$69.3K 1.32% 39
2014
Q3 		$3.1M Buy
27,650
+17
+0.1% +$1.94K 1.35% 38
2014
Q2 		$3.19M Buy
27,633
+603
+2% +$68.7K 1.41% 36
2014
Q1 		$3.03M Sell
27,030
-21,457
-44% -$2.4M 1.39% 37
2013
Q4 		$5.33M Sell
48,487
-337
-0.7% -$37.6K 2.59% 6
2013
Q3 		$5.5M Sell
48,824
-368
-0.7% -$41.1K 2.88% 2
2013
Q2 		$5.51M Buy
+49,192
New +$5.82M 3.07% 2

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Exchange Capital Management's TIP Position: Q4 2018 in Review

Exchange Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2018, closing a stake of 397 shares — an estimated $44K sold.

Exchange Capital Management first reported a position in TIP in Q2 2013 and held it in 22 quarters. The position peaked at $5.51M in Q2 2013. 801 funds tracked by Wall St. Rank hold TIP as of Q4 2018.

  • Exchange Capital Management reported no remaining iShares TIPS Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Exchange Capital Management sold 397 iShares TIPS Bond ETF shares in Q4 2018, an estimated $44K.
  • Exchange Capital Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 22 quarters.
  • Exchange Capital Management's iShares TIPS Bond ETF position peaked at $5.51M in Q2 2013.
  • 801 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.