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Horizon Investments’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Horizon Investments’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
2015
Q3 		– Sell
-368,761
Closed -$18M – 122
2015
Q2 		$18M Buy
+368,761
New +$17.9M 1.43% 13

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UCFA
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AssetMark Inc
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AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Horizon Investments's VTIP Position: Q3 2015 in Review

Horizon Investments sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2015, closing a stake of 368,761 shares — an estimated $18M sold.

Horizon Investments first reported a position in VTIP in Q2 2015 and held it in 1 quarter. The position peaked at $18M in Q2 2015. 125 funds tracked by Wall St. Rank hold VTIP as of Q3 2015.

  • Horizon Investments reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2015 after selling out during the quarter.
  • Horizon Investments sold 368,761 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2015, an estimated $18M.
  • Horizon Investments first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2015 and held it in 1 quarter.
  • Horizon Investments's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $18M in Q2 2015.
  • 125 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2015.

Based on Horizon Investments's 13F filing for Q3 2015, filed 13 Nov 2015.