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Financial Sense Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Financial Sense Advisors’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
2014
Q4 		– Sell
-7,550
Closed -$846K – 140
2014
Q3 		$846K Sell
7,550
-2,235
-23% -$256K 0.36% 56
2014
Q2 		$1.13M Buy
+9,785
New +$1.11M 0.44% 54

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Financial Sense Advisors's TIP Position: Q4 2014 in Review

Financial Sense Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2014, closing a stake of 7,550 shares — an estimated $846K sold.

Financial Sense Advisors first reported a position in TIP in Q2 2014 and held it in 2 quarters. The position peaked at $1.13M in Q2 2014. 510 funds tracked by Wall St. Rank hold TIP as of Q4 2014.

  • Financial Sense Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Financial Sense Advisors sold 7,550 iShares TIPS Bond ETF shares in Q4 2014, an estimated $846K.
  • Financial Sense Advisors first reported a position in iShares TIPS Bond ETF in Q2 2014 and held it in 2 quarters.
  • Financial Sense Advisors's iShares TIPS Bond ETF position peaked at $1.13M in Q2 2014.
  • 510 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2014.

Based on Financial Sense Advisors's 13F filing for Q4 2014, filed 4 Feb 2015.