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Grandfield & Dodd’s iShares TIPS Bond ETF TIP Stock Holding History

Grandfield & Dodd’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-1,875
Closed -$210K – 173
2013
Q2 		$210K Buy
+1,875
New +$222K 0.04% 159

Other funds holding TIP

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Grandfield & Dodd's TIP Position: Q3 2013 in Review

Grandfield & Dodd sold out of iShares TIPS Bond ETF (TIP) in Q3 2013, closing a stake of 1,875 shares — an estimated $210K sold.

Grandfield & Dodd first reported a position in TIP in Q2 2013 and held it in 1 quarter. The position peaked at $210K in Q2 2013. 429 funds tracked by Wall St. Rank hold TIP as of Q3 2013.

  • Grandfield & Dodd reported no remaining iShares TIPS Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Grandfield & Dodd sold 1,875 iShares TIPS Bond ETF shares in Q3 2013, an estimated $210K.
  • Grandfield & Dodd first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 1 quarter.
  • Grandfield & Dodd's iShares TIPS Bond ETF position peaked at $210K in Q2 2013.
  • 429 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2013.

Based on Grandfield & Dodd's 13F filing for Q3 2013, filed 4 Nov 2013.