Fort Point Capital Partners’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Fort Point Capital Partners’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
2014 Q3	–	Sell	-4,214	Closed	-$261K	–	64
2014 Q2	$261K	Sell	4,214 -2,230	-35%	-$136K	0.23%	31
2014 Q1	$387K	Sell	6,444 -6,264	-49%	-$368K	0.37%	25
2013 Q4	$743K	Buy	+12,708	New	+$755K	0.56%	20

Other funds holding WIP

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Fort Point Capital Partners's WIP Position: Q3 2014 in Review

Fort Point Capital Partners sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2014, closing a stake of 4,214 shares — an estimated $261K sold.

Fort Point Capital Partners first reported a position in WIP in Q4 2013 and held it in 3 quarters. The position peaked at $743K in Q4 2013. 121 funds tracked by Wall St. Rank hold WIP as of Q3 2014.

Fort Point Capital Partners reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2014 after selling out during the quarter.
Fort Point Capital Partners sold 4,214 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2014, an estimated $261K.
Fort Point Capital Partners first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 3 quarters.
Fort Point Capital Partners's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $743K in Q4 2013.
121 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2014.

Based on Fort Point Capital Partners's 13F filing for Q3 2014, filed 14 Nov 2014.