GFPC
STIP icon

Global Financial Private Capital’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Global Financial Private Capital’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
2017
Q4 		– Sell
-3,884
Closed -$390K – 565
2017
Q3 		$390K Buy
+3,884
New +$390K 0.01% 362

Other funds holding STIP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LF
Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Global Financial Private Capital's STIP Position: Q4 2017 in Review

Global Financial Private Capital sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2017, closing a stake of 3,884 shares — an estimated $390K sold.

Global Financial Private Capital first reported a position in STIP in Q3 2017 and held it in 1 quarter. The position peaked at $390K in Q3 2017. 146 funds tracked by Wall St. Rank hold STIP as of Q4 2017.

  • Global Financial Private Capital reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Global Financial Private Capital sold 3,884 iShares 0-5 Year TIPS Bond ETF shares in Q4 2017, an estimated $390K.
  • Global Financial Private Capital first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2017 and held it in 1 quarter.
  • Global Financial Private Capital's iShares 0-5 Year TIPS Bond ETF position peaked at $390K in Q3 2017.
  • 146 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2017.

Based on Global Financial Private Capital's 13F filing for Q4 2017, filed 8 Feb 2018.