Integrated Wealth Management (Palm Desert)’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015 Q4	–	Sell	-675	Closed	-$35K	–	1393
2015 Q3	$35K	Hold	675	–	–	0.02%	453
2015 Q2	$38K	Sell	675 -2,775	-80%	-$154K	0.01%	444
2015 Q1	$188K	Buy	+3,450	New	+$192K	0.08%	192

Other funds holding WIP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s WIP Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2015, closing a stake of 675 shares — an estimated $35K sold.

Integrated Wealth Management (Palm Desert) first reported a position in WIP in Q1 2015 and held it in 3 quarters. The position peaked at $188K in Q1 2015. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2015.

Integrated Wealth Management (Palm Desert) reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2015 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 675 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2015, an estimated $35K.
Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2015 and held it in 3 quarters.
Integrated Wealth Management (Palm Desert)'s State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $188K in Q1 2015.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.