Financial Gravity Asset Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Financial Gravity Asset 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
2020 Q1	–	Sell	-3	Closed	–	–	1379
2019 Q4	$0	Buy	+3	New	+$164	﹤0.01%	1719
2018 Q2	–	Sell	-1,555	Closed	-$87K	–	1628
2018 Q1	$87K	Buy	+1,555	New	+$91.3K	0.09%	215

Other funds holding WIP

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

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

MFM

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

LFWA

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

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

SCM

Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Gravity Asset Management's WIP Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2020, closing a stake of 3 shares.

Financial Gravity Asset Management first reported a position in WIP in Q1 2018 and held it in 2 quarters. The position peaked at $87K in Q1 2018. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2020.

Financial Gravity Asset Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 3 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2020.
Financial Gravity Asset Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2018 and held it in 2 quarters.
Financial Gravity Asset Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $87K in Q1 2018.
88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.