Howe & Rusling’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Howe & Rusling’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
2016 Q4	–	Sell	-68	Closed	-$4K	–	1087
2016 Q3	$4K	Hold	68	–	–	﹤0.01%	736
2016 Q2	$4K	Hold	68	–	–	﹤0.01%	706
2016 Q1	$4K	Hold	68	–	–	﹤0.01%	733
2015 Q4	$3K	Hold	68	–	–	﹤0.01%	762
2015 Q3	$4K	Hold	68	–	–	﹤0.01%	696
2015 Q2	$4K	Hold	68	–	–	﹤0.01%	727
2015 Q1	$4K	Hold	68	–	–	﹤0.01%	671
2014 Q4	$4K	Hold	68	–	–	﹤0.01%	675
2014 Q3	$4K	Hold	68	–	–	﹤0.01%	660
2014 Q2	$4K	Sell	68 -27	-28%	-$1.65K	﹤0.01%	649
2014 Q1	$6K	Buy	+95	New	+$5.58K	﹤0.01%	651

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Howe & Rusling's WIP Position: Q4 2016 in Review

Howe & Rusling sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2016, closing a stake of 68 shares — an estimated $4K sold.

Howe & Rusling first reported a position in WIP in Q1 2014 and held it in 11 quarters. The position peaked at $6K in Q1 2014. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

Howe & Rusling reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2016 after selling out during the quarter.
Howe & Rusling sold 68 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $4K.
Howe & Rusling first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2014 and held it in 11 quarters.
Howe & Rusling's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $6K in Q1 2014.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

Based on Howe & Rusling's 13F filing for Q4 2016, filed 20 Jan 2017.