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

Garde Capital’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
2016 Q4	–	Sell	-27,845	Closed	-$1.45M	–	159
2016 Q3	$1.45M	Buy	+27,845	New	+$1.56M	0.46%	44
2015 Q4	–	Sell	-27,845	Closed	-$1.45M	–	147
2015 Q3	$1.45M	Sell	27,845 -37,559	-57%	-$2M	0.46%	44
2015 Q2	$3.59M	Sell	65,404 -11,400	-15%	-$632K	1.08%	22
2015 Q1	$4.19M	Buy	76,804 +1,595	+2%	+$88.6K	1.27%	20
2014 Q4	$4.28M	Buy	75,209 +3,470	+5%	+$203K	1.32%	17
2014 Q3	$4.21M	Buy	71,739 +3,343	+5%	+$205K	1.65%	15
2014 Q2	$4.24M	Buy	+68,396	New	+$4.18M	1.67%	15

Other funds holding WIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LFWA

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Garde Capital's WIP Position: Q4 2016 in Review

Garde Capital sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2016, closing a stake of 27,845 shares — an estimated $1.45M sold.

Garde Capital first reported a position in WIP in Q2 2014 and held it in 7 quarters. The position peaked at $4.28M in Q4 2014. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

Garde Capital reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2016 after selling out during the quarter.
Garde Capital sold 27,845 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $1.45M.
Garde Capital first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2014 and held it in 7 quarters.
Garde Capital's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $4.28M in Q4 2014.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

Based on Garde Capital's 13F filing for Q4 2016, filed 28 Feb 2017.