First Allied Advisory Services’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-385	Closed	-$21K	–	1613
2019 Q3	$21K	Buy	+385	New	+$21.2K	﹤0.01%	1465
2018 Q4	–	Sell	-17,170	Closed	-$904K	–	1199
2018 Q3	$904K	Sell	17,170 -27,918	-62%	-$1.49M	0.03%	500
2018 Q2	$2.44M	Buy	45,088 +23,823	+112%	+$1.34M	0.09%	245
2018 Q1	$1.27M	Buy	+21,265	New	+$1.25M	0.05%	396
2014 Q1	–	Sell	-4,419	Closed	-$260K	–	1055
2013 Q4	$260K	Buy	4,419 +35	+0.8%	+$2.08K	0.02%	729
2013 Q3	$261K	Buy	4,384 +344	+9%	+$20K	0.02%	785
2013 Q2	$233K	Buy	+4,040	New	+$248K	0.02%	783

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

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

MFM

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

Jane Street New York $777B AUM 61.18% 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

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

SCM

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

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

First Allied Advisory Services's WIP Position: Q4 2019 in Review

First Allied Advisory Services sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2019, closing a stake of 385 shares — an estimated $21K sold.

First Allied Advisory Services first reported a position in WIP in Q2 2013 and held it in 7 quarters. The position peaked at $2.44M in Q2 2018. 94 funds tracked by Wall St. Rank hold WIP as of Q4 2019.

First Allied Advisory Services reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 385 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2019, an estimated $21K.
First Allied Advisory Services first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 7 quarters.
First Allied Advisory Services's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.44M in Q2 2018.
94 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.