Highland Private Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Highland Private Wealth Management’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-655	Closed	-$32K	–	96
2017 Q2	$32K	Buy	+655	New	+$32.4K	0.02%	85

Other funds holding VTIP

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Highland Private Wealth Management's VTIP Position: Q3 2017 in Review

Highland Private Wealth Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2017, closing a stake of 655 shares — an estimated $32K sold.

Highland Private Wealth Management first reported a position in VTIP in Q2 2017 and held it in 1 quarter. The position peaked at $32K in Q2 2017. 206 funds tracked by Wall St. Rank hold VTIP as of Q3 2017.

Highland Private Wealth Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2017 after selling out during the quarter.
Highland Private Wealth Management sold 655 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2017, an estimated $32K.
Highland Private Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2017 and held it in 1 quarter.
Highland Private Wealth Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $32K in Q2 2017.
206 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2017.

Based on Highland Private Wealth Management's 13F filing for Q3 2017, filed 9 Nov 2017.