FHC
ITIP

First Heartland Consultants’s ISHARES TR INTL INFLATION LKD BD ETF ITIP Stock Holding History

First Heartland Consultants’s Portfolio ITIP Stock Details ITIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$5K – 400
2013
Q2 		$5K Buy
+100
New +$4.94K ﹤0.01% 373

Other funds holding ITIP

TTSTC
Texas Treasury Safekeeping Trust Company Austin, Texas $628M AUM 15.58% 1-Year Est. Return
SONJCPFB
State of New Jersey Common Pension Fund B Trenton, New Jersey $21.4M AUM 3.38% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Heartland Consultants's ITIP Position: Q3 2013 in Review

First Heartland Consultants sold out of ISHARES TR INTL INFLATION LKD BD ETF (ITIP) in Q3 2013, closing a stake of 100 shares — an estimated $5K sold.

First Heartland Consultants first reported a position in ITIP in Q2 2013 and held it in 1 quarter. The position peaked at $5K in Q2 2013. 20 funds tracked by Wall St. Rank hold ITIP as of Q3 2013.

  • First Heartland Consultants reported no remaining ISHARES TR INTL INFLATION LKD BD ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 100 ISHARES TR INTL INFLATION LKD BD ETF shares in Q3 2013, an estimated $5K.
  • First Heartland Consultants first reported a position in ISHARES TR INTL INFLATION LKD BD ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's ISHARES TR INTL INFLATION LKD BD ETF position peaked at $5K in Q2 2013.
  • 20 funds tracked by Wall St. Rank held ISHARES TR INTL INFLATION LKD BD ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.