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

Gateway Advisory’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 Q1	–	Sell	-7,674	Closed	-$386K	–	52
2015 Q4	$386K	Sell	7,674 -1	-0%	-$52	0.18%	33
2015 Q3	$399K	Sell	7,675 -78,623	-91%	-$4.19M	0.19%	26
2015 Q2	$4.74M	Sell	86,298 -1,463	-2%	-$81.1K	2.08%	14
2015 Q1	$4.79M	Buy	87,761 +2,561	+3%	+$142K	2.12%	15
2014 Q4	$4.85M	Sell	85,200 -1,380	-2%	-$80.7K	2.18%	13
2014 Q3	$5.08M	Buy	86,580 +2,126	+3%	+$130K	2.33%	13
2014 Q2	$5.24M	Buy	84,454 +3,561	+4%	+$218K	2.42%	13
2014 Q1	$4.86M	Buy	80,893 +6,980	+9%	+$410K	2.35%	13
2013 Q4	$4.32M	Buy	73,913 +51	+0.1%	+$3.03K	2.39%	14
2013 Q3	$4.4M	Buy	73,862 +1,514	+2%	+$88.2K	2.5%	15
2013 Q2	$4.17M	Buy	+72,348	New	+$4.45M	2.49%	14

Other funds holding WIP

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

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

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

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 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

IGIM

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

CPS

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

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Gateway Advisory's WIP Position: Q1 2016 in Review

Gateway Advisory sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2016, closing a stake of 7,674 shares — an estimated $386K sold.

Gateway Advisory first reported a position in WIP in Q2 2013 and held it in 11 quarters. The position peaked at $5.24M in Q2 2014. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2016.

Gateway Advisory reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2016 after selling out during the quarter.
Gateway Advisory sold 7,674 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2016, an estimated $386K.
Gateway Advisory first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 11 quarters.
Gateway Advisory's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $5.24M in Q2 2014.
88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2016.

Based on Gateway Advisory's 13F filing for Q1 2016, filed 10 May 2016.