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Highland Private Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Highland Private Wealth Management’s Portfolio WIP Stock Details WIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,856
Closed -$349K – 159
2018
Q1 		$349K Buy
+5,856
New +$344K 0.22% 81

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Highland Private Wealth Management's WIP Position: Q2 2018 in Review

Highland Private Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2018, closing a stake of 5,856 shares — an estimated $349K sold.

Highland Private Wealth Management first reported a position in WIP in Q1 2018 and held it in 1 quarter. The position peaked at $349K in Q1 2018. 91 funds tracked by Wall St. Rank hold WIP as of Q2 2018.

  • Highland Private Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Highland Private Wealth Management sold 5,856 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2018, an estimated $349K.
  • Highland Private Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2018 and held it in 1 quarter.
  • Highland Private Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $349K in Q1 2018.
  • 91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2018.

Based on Highland Private Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.