FinTrust Investment Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

FinTrust Investment Advisory Services’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 Q1	$8.76M	Buy	77,452 +2,446	+3%	+$275K	8.01%	2
2017 Q4	$8.56M	Buy	75,006 +506	+0.7%	+$57.5K	7.54%	3
2017 Q3	$8.46M	Buy	+74,500	New	+$8.48M	8.12%	2
2013 Q3	$7M	Sell	62,209 -3,993	-6%	-$445K	14.41%	1
2013 Q2	$7.42M	Buy	+66,202	New	+$7.83M	12.74%	1

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FinTrust Investment Advisory Services's TIP Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 3.3% in Q1 2018, buying an estimated $275K and bringing the position to 77,452 shares worth $8.76M. The position accounts for 8.01% of the portfolio, ranked #2.

FinTrust Investment Advisory Services first reported a position in TIP in Q2 2013 and has held it in 5 quarters since. 795 funds tracked by Wall St. Rank hold TIP as of Q1 2018.

FinTrust Investment Advisory Services held 77,452 shares of iShares TIPS Bond ETF worth $8.76M as of Q1 2018.
FinTrust Investment Advisory Services bought 2,446 iShares TIPS Bond ETF shares in Q1 2018, an estimated $275K.
iShares TIPS Bond ETF made up 8.01% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #2 holding.
FinTrust Investment Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 5 quarters since.
795 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.