Freedom Investment Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Freedom Investment Management’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
2018 Q2	–	Sell	-32,294	Closed	-$1.92M	–	1153
2018 Q1	$1.92M	Buy	+32,294	New	+$1.9M	0.1%	180
2016 Q4	–	Sell	-16,152	Closed	-$920K	–	1055
2016 Q3	$920K	Sell	16,152 -7,309	-31%	-$409K	0.06%	260
2016 Q2	$1.29M	Buy	23,461 +4,842	+26%	+$262K	0.09%	161
2016 Q1	$1.01M	Buy	+18,619	New	+$954K	0.07%	209
2013 Q4	–	Sell	-4,546	Closed	-$271K	–	453
2013 Q3	$271K	Sell	4,546 -1,301	-22%	-$75.8K	0.08%	250
2013 Q2	$337K	Buy	+5,847	New	+$359K	0.11%	160

Other funds holding WIP

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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

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

PAM

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freedom Investment Management's WIP Position: Q2 2018 in Review

Freedom Investment Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2018, closing a stake of 32,294 shares — an estimated $1.92M sold.

Freedom Investment Management first reported a position in WIP in Q2 2013 and held it in 6 quarters. The position peaked at $1.92M in Q1 2018. 91 funds tracked by Wall St. Rank hold WIP as of Q2 2018.

Freedom Investment Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2018 after selling out during the quarter.
Freedom Investment Management sold 32,294 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2018, an estimated $1.92M.
Freedom Investment Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 6 quarters.
Freedom Investment Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.92M in Q1 2018.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2018.

Based on Freedom Investment Management's 13F filing for Q2 2018, filed 27 Jul 2018.