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

Fernwood Investment 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
2018 Q1	–	Sell	-5,090	Closed	-$293K	–	153
2017 Q4	$293K	Sell	5,090 -460	-8%	-$26.2K	0.16%	122
2017 Q3	$318K	Sell	5,550 -230	-4%	-$13.1K	0.2%	107
2017 Q2	$321K	Hold	5,780	–	–	0.23%	104
2017 Q1	$317K	Hold	5,780	–	–	0.25%	93
2016 Q4	$301K	Buy	5,780 +830	+17%	+$44.7K	0.29%	94
2016 Q3	$282K	Sell	4,950 -300	-6%	-$16.8K	0.26%	90
2016 Q2	$288K	Hold	5,250	–	–	0.28%	87
2016 Q1	$285K	Sell	5,250 -760	-13%	-$39K	0.29%	84
2015 Q4	$303K	Hold	6,010	–	–	0.26%	84
2015 Q3	$313K	Hold	6,010	–	–	0.27%	80
2015 Q2	$330K	Buy	6,010 +400	+7%	+$22.2K	0.26%	83
2015 Q1	$306K	Sell	5,610 -800	-12%	-$44.4K	0.25%	82
2014 Q4	$365K	Hold	6,410	–	–	0.31%	77
2014 Q3	$376K	Hold	6,410	–	–	0.32%	73
2014 Q2	$397K	Sell	6,410 -860	-12%	-$52.6K	0.33%	75
2014 Q1	$437K	Sell	7,270 -225	-3%	-$13.2K	0.41%	68
2013 Q4	$438K	Buy	+7,495	New	+$445K	0.29%	85

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Fernwood Investment Management's WIP Position: Q1 2018 in Review

Fernwood Investment Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2018, closing a stake of 5,090 shares — an estimated $293K sold.

Fernwood Investment Management first reported a position in WIP in Q4 2013 and held it in 17 quarters. The position peaked at $438K in Q4 2013. 105 funds tracked by Wall St. Rank hold WIP as of Q1 2018.

Fernwood Investment Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2018 after selling out during the quarter.
Fernwood Investment Management sold 5,090 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2018, an estimated $293K.
Fernwood Investment Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 17 quarters.
Fernwood Investment Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $438K in Q4 2013.
105 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2018.

Based on Fernwood Investment Management's 13F filing for Q1 2018, filed 3 May 2018.