FBT
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Founders Bank & Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Founders Bank & Trust’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-202
Closed -$23K – 365
2014
Q1 		$23K Hold
202
– – 0.01% 219
2013
Q4 		$23K Hold
202
– – 0.01% 230
2013
Q3 		$23K Hold
202
– – 0.01% 201
2013
Q2 		$23K Buy
+202
New +$23.9K 0.01% 200

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Founders Bank & Trust's TIP Position: Q2 2014 in Review

Founders Bank & Trust sold out of iShares TIPS Bond ETF (TIP) in Q2 2014, closing a stake of 202 shares — an estimated $23K sold.

Founders Bank & Trust first reported a position in TIP in Q2 2013 and held it in 4 quarters. The position peaked at $23K in Q1 2014. 470 funds tracked by Wall St. Rank hold TIP as of Q2 2014.

  • Founders Bank & Trust reported no remaining iShares TIPS Bond ETF position as of Q2 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 202 iShares TIPS Bond ETF shares in Q2 2014, an estimated $23K.
  • Founders Bank & Trust first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 4 quarters.
  • Founders Bank & Trust's iShares TIPS Bond ETF position peaked at $23K in Q1 2014.
  • 470 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2014.

Based on Founders Bank & Trust's 13F filing for Q2 2014, filed 22 Jul 2014.