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

Fusion Investment Group’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
2015 Q4	–	Sell	-3,422	Closed	-$178K	–	151
2015 Q3	$178K	Buy	3,422 +2,065	+152%	+$110K	0.42%	70
2015 Q2	$75K	Buy	+1,357	New	+$75.3K	0.06%	124
2014 Q4	–	Sell	-41	Closed	-$2K	–	202
2014 Q3	$2K	Sell	41 -1,174	-97%	-$72K	﹤0.01%	196
2014 Q2	$75K	Sell	1,215 -1,137	-48%	-$69.5K	0.06%	118
2014 Q1	$141K	Sell	2,352 -30	-1%	-$1.76K	0.14%	88
2013 Q4	$139K	Buy	+2,382	New	+$141K	0.1%	131

Other funds holding WIP

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

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

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

PAM

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

CPS

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Fusion Investment Group's WIP Position: Q4 2015 in Review

Fusion Investment Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2015, closing a stake of 3,422 shares — an estimated $178K sold.

Fusion Investment Group first reported a position in WIP in Q4 2013 and held it in 6 quarters. The position peaked at $178K in Q3 2015. 90 funds tracked by Wall St. Rank hold WIP as of Q4 2015.

Fusion Investment Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 3,422 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2015, an estimated $178K.
Fusion Investment Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 6 quarters.
Fusion Investment Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $178K in Q3 2015.
90 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.