FPCP
SPIP icon

Fort Point Capital Partners’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Fort Point Capital Partners’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-15,100
Closed -$411K – 166
2018
Q3 		$411K Hold
15,100
– – 0.12% 91
2018
Q2 		$419K Sell
15,100
-3,204
-18% -$88.4K 0.14% 72
2018
Q1 		$510K Sell
18,304
-7,824
-30% -$217K 0.19% 76
2017
Q4 		$735K Buy
26,128
+1,104
+4% +$31.1K 0.34% 50
2017
Q3 		$705K Sell
25,024
-7,938
-24% -$224K 0.34% 52
2017
Q2 		$926K Sell
32,962
-7,464
-18% -$211K 0.52% 31
2017
Q1 		$1.15M Sell
40,426
-14,780
-27% -$419K 0.59% 30
2016
Q4 		$1.57M Sell
55,206
-37,928
-41% -$1.08M 0.86% 26
2016
Q3 		$2.71M Sell
93,134
-23,310
-20% -$675K 1.23% 16
2016
Q2 		$3.39M Sell
116,444
-2,808
-2% -$80.4K 1.64% 12
2016
Q1 		$3.41M Sell
119,252
-2,866
-2% -$79.8K 1.73% 13
2015
Q4 		$3.34M Buy
122,118
+46,258
+61% +$1.28M 1.7% 12
2015
Q3 		$2.09M Sell
75,860
-2,200
-3% -$61.1K 1.29% 17
2015
Q2 		$2.17M Buy
78,060
+514
+0.7% +$14.5K 1.36% 16
2015
Q1 		$2.2M Buy
77,546
+1,180
+2% +$33.4K 1.45% 16
2014
Q4 		$2.14M Hold
76,366
– – 1.59% 15
2014
Q3 		$2.13M Sell
76,366
-350
-0.5% -$9.96K 1.6% 14
2014
Q2 		$2.2M Sell
76,716
-4,482
-6% -$127K 1.95% 10
2014
Q1 		$2.26M Sell
81,198
-3,080
-4% -$85.4K 2.18% 8
2013
Q4 		$2.29M Buy
+84,278
New +$2.33M 1.72% 9

Other funds holding SPIP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fort Point Capital Partners's SPIP Position: Q4 2018 in Review

Fort Point Capital Partners sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2018, closing a stake of 15,100 shares — an estimated $411K sold.

Fort Point Capital Partners first reported a position in SPIP in Q4 2013 and held it in 20 quarters. The position peaked at $3.41M in Q1 2016. 132 funds tracked by Wall St. Rank hold SPIP as of Q4 2018.

  • Fort Point Capital Partners reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • Fort Point Capital Partners sold 15,100 State Street SPDR Portfolio TIPS ETF shares in Q4 2018, an estimated $411K.
  • Fort Point Capital Partners first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2013 and held it in 20 quarters.
  • Fort Point Capital Partners's State Street SPDR Portfolio TIPS ETF position peaked at $3.41M in Q1 2016.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2018.

Based on Fort Point Capital Partners's 13F filing for Q4 2018, filed 11 Feb 2019.