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Hoxton Financial’s iShares TIPS Bond ETF TIP Stock Holding History

Hoxton Financial’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-24
Closed -$3K – 351
2014
Q4 		$3K Hold
24
– – ﹤0.01% 292
2014
Q3 		$3K Hold
24
– – ﹤0.01% 272
2014
Q2 		$3K Hold
24
– – ﹤0.01% 273
2014
Q1 		$3K Hold
24
– – ﹤0.01% 284
2013
Q4 		$3K Sell
24
-369
-94% -$41.2K ﹤0.01% 607
2013
Q3 		$44K Sell
393
-2,253
-85% -$251K 0.04% 134
2013
Q2 		$296K Buy
+2,646
New +$313K 0.17% 36

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hoxton Financial's TIP Position: Q1 2015 in Review

Hoxton Financial sold out of iShares TIPS Bond ETF (TIP) in Q1 2015, closing a stake of 24 shares — an estimated $3K sold.

Hoxton Financial first reported a position in TIP in Q2 2013 and held it in 7 quarters. The position peaked at $296K in Q2 2013. 523 funds tracked by Wall St. Rank hold TIP as of Q1 2015.

  • Hoxton Financial reported no remaining iShares TIPS Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Hoxton Financial sold 24 iShares TIPS Bond ETF shares in Q1 2015, an estimated $3K.
  • Hoxton Financial first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 7 quarters.
  • Hoxton Financial's iShares TIPS Bond ETF position peaked at $296K in Q2 2013.
  • 523 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2015.

Based on Hoxton Financial's 13F filing for Q1 2015, filed 13 Apr 2015.