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First Heartland Consultants’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-100
Closed -$6K – 377
2013
Q2 		$6K Buy
+100
New +$6.15K ﹤0.01% 366

Other funds holding WIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

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

First Heartland Consultants sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2013, closing a stake of 100 shares — an estimated $6K sold.

First Heartland Consultants first reported a position in WIP in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 97 funds tracked by Wall St. Rank hold WIP as of Q3 2013.

  • First Heartland Consultants reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 100 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2013, an estimated $6K.
  • First Heartland Consultants first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $6K in Q2 2013.
  • 97 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2013.

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