HHGA
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Halbert Hargrove Global Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Halbert Hargrove Global Advisors’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
2015
Q3 		– Sell
-586
Closed -$66K – 157
2015
Q2 		$66K Buy
+586
New +$66.2K 0.02% 177
2014
Q4 		– Sell
-585
Closed -$66K – 149
2014
Q3 		$66K Buy
+585
New +$66.9K 0.02% 143
2014
Q2 		– Sell
-576
Closed -$65K – 139
2014
Q1 		$65K Buy
+576
New +$64.4K 0.02% 120
2013
Q4 		– Sell
-1,931
Closed -$217K – 134
2013
Q3 		$217K Sell
1,931
-6,037
-76% -$673K 0.07% 98
2013
Q2 		$892K Buy
+7,968
New +$943K 0.33% 20

Other funds holding TIP

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $501B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return