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Fusion Investment Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Fusion Investment Group’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-390
Closed -$40K – 227
2014
Q2 		$40K Buy
+390
New +$39.7K 0.03% 133
2014
Q1 		– Sell
-4,770
Closed -$482K – 247
2013
Q4 		$482K Buy
+4,770
New +$483K 0.36% 63

Other funds holding STIP

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Fusion Investment Group's STIP Position: Q3 2014 in Review

Fusion Investment Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2014, closing a stake of 390 shares — an estimated $40K sold.

Fusion Investment Group first reported a position in STIP in Q4 2013 and held it in 2 quarters. The position peaked at $482K in Q4 2013. 66 funds tracked by Wall St. Rank hold STIP as of Q3 2014.

  • Fusion Investment Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Fusion Investment Group sold 390 iShares 0-5 Year TIPS Bond ETF shares in Q3 2014, an estimated $40K.
  • Fusion Investment Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2013 and held it in 2 quarters.
  • Fusion Investment Group's iShares 0-5 Year TIPS Bond ETF position peaked at $482K in Q4 2013.
  • 66 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2014.

Based on Fusion Investment Group's 13F filing for Q3 2014, filed 12 Nov 2014.