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Greenwich Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Greenwich Investment Management’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
2019
Q3 		– Sell
-1,900
Closed -$219K – 63
2019
Q2 		$219K Sell
1,900
-1,775
-48% -$202K 0.21% 55
2019
Q1 		$416K Hold
3,675
– – 0.45% 38
2018
Q4 		$402K Sell
3,675
-925
-20% -$101K 0.49% 39
2018
Q3 		$509K Sell
4,600
-725
-14% -$81K 0.54% 39
2018
Q2 		$601K Buy
+5,325
New +$598K 0.62% 39

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greenwich Investment Management's TIP Position: Q3 2019 in Review

Greenwich Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 1,900 shares — an estimated $219K sold.

Greenwich Investment Management first reported a position in TIP in Q2 2018 and held it in 5 quarters. The position peaked at $601K in Q2 2018. 804 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

  • Greenwich Investment Management reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Greenwich Investment Management sold 1,900 iShares TIPS Bond ETF shares in Q3 2019, an estimated $219K.
  • Greenwich Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2018 and held it in 5 quarters.
  • Greenwich Investment Management's iShares TIPS Bond ETF position peaked at $601K in Q2 2018.
  • 804 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on Greenwich Investment Management's 13F filing for Q3 2019, filed 13 Nov 2019.