HL Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

HL Financial Services’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 Q2	–	Sell	-4,876	Closed	-$241K	–	696
2017 Q1	$241K	Sell	4,876 -3,256	-40%	-$161K	﹤0.01%	609
2016 Q4	$400K	Buy	8,132 +3,090	+61%	+$153K	0.01%	502
2016 Q3	$250K	Sell	5,042 -1,231	-20%	-$60.8K	0.01%	578
2016 Q2	$310K	Buy	6,273 +700	+13%	+$34.4K	0.01%	529
2016 Q1	$274K	Sell	5,573 -4,145	-43%	-$201K	0.01%	541
2015 Q4	$470K	Buy	9,718 +1,351	+16%	+$65.3K	0.01%	460
2015 Q3	$405K	Buy	8,367 +2,307	+38%	+$112K	0.01%	466
2015 Q2	$295K	Buy	+6,060	New	+$295K	0.01%	569

Other funds holding VTIP

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

HL Financial Services's VTIP Position: Q2 2017 in Review

HL Financial Services sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2017, closing a stake of 4,876 shares — an estimated $241K sold.

HL Financial Services first reported a position in VTIP in Q2 2015 and held it in 8 quarters. The position peaked at $470K in Q4 2015. 199 funds tracked by Wall St. Rank hold VTIP as of Q2 2017.

HL Financial Services reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2017 after selling out during the quarter.
HL Financial Services sold 4,876 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2017, an estimated $241K.
HL Financial Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2015 and held it in 8 quarters.
HL Financial Services's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $470K in Q4 2015.
199 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2017.

Based on HL Financial Services's 13F filing for Q2 2017, filed 1 Aug 2017.