Integrated Wealth Counsel’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Integrated Wealth Counsel’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
2013 Q4	–	Sell	-745	Closed	-$44.4K	–	207
2013 Q3	$44.4K	Sell	745 -12,495	-94%	-$728K	0.03%	103
2013 Q2	$762K	Buy	+13,240	New	+$814K	0.55%	45

Other funds holding WIP

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SONJCPFB

State of New Jersey Common Pension Fund B Trenton, New Jersey $21.4M AUM 3.38% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Integrated Wealth Counsel's WIP Position: Q4 2013 in Review

Integrated Wealth Counsel sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2013, closing a stake of 745 shares — an estimated $44.4K sold.

Integrated Wealth Counsel first reported a position in WIP in Q2 2013 and held it in 2 quarters. The position peaked at $762K in Q2 2013. 112 funds tracked by Wall St. Rank hold WIP as of Q4 2013.

Integrated Wealth Counsel reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2013 after selling out during the quarter.
Integrated Wealth Counsel sold 745 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2013, an estimated $44.4K.
Integrated Wealth Counsel first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 2 quarters.
Integrated Wealth Counsel's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $762K in Q2 2013.
112 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2013.

Based on Integrated Wealth Counsel's 13F filing for Q4 2013, filed 11 Feb 2014.