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Insight 2811 Inc’s iShares TIPS Bond ETF TIP Stock Holding History

Insight 2811 Inc’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
-8,349
Closed -$935K – 126
2014
Q4 		$935K Hold
8,349
– – 0.46% 38
2014
Q3 		$936K Hold
8,349
– – 0.4% 40
2014
Q2 		$963K Sell
8,349
-1,690
-17% -$192K 0.4% 44
2014
Q1 		$1.14M Sell
10,039
-1,608
-14% -$180K 0.48% 34
2013
Q4 		$1.28M Hold
11,647
– – 0.63% 25
2013
Q3 		$1.31M Sell
11,647
-1,000
-8% -$112K 0.65% 27
2013
Q2 		$1.42M Buy
+12,647
New +$1.5M 0.78% 24

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 $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $6.97B AUM 16.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Insight 2811 Inc's TIP Position: Q1 2015 in Review

Insight 2811 Inc sold out of iShares TIPS Bond ETF (TIP) in Q1 2015, closing a stake of 8,349 shares — an estimated $935K sold.

Insight 2811 Inc first reported a position in TIP in Q2 2013 and held it in 7 quarters. The position peaked at $1.42M in Q2 2013. 523 funds tracked by Wall St. Rank hold TIP as of Q1 2015.

  • Insight 2811 Inc reported no remaining iShares TIPS Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Insight 2811 Inc sold 8,349 iShares TIPS Bond ETF shares in Q1 2015, an estimated $935K.
  • Insight 2811 Inc first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 7 quarters.
  • Insight 2811 Inc's iShares TIPS Bond ETF position peaked at $1.42M in Q2 2013.
  • 523 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2015.

Based on Insight 2811 Inc's 13F filing for Q1 2015, filed 24 Apr 2015.