Investors Capital Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$1.3M	Buy	11,135 +716	+7%	+$82.2K	0.25%	100
2016 Q1	$1.19M	Sell	10,419 -4,098	-28%	-$458K	0.24%	117
2015 Q4	$1.59M	Buy	14,517 +3,651	+34%	+$403K	0.31%	68
2015 Q3	$1.2M	Buy	10,866 +2,741	+34%	+$306K	0.24%	107
2015 Q2	$910K	Buy	8,125 +222	+3%	+$25.1K	0.17%	169
2015 Q1	$897K	Sell	7,903 -106	-1%	-$12K	0.17%	176
2014 Q4	$897K	Sell	8,009 -332	-4%	-$37.5K	0.17%	173
2014 Q3	$934K	Sell	8,341 -1,364	-14%	-$156K	0.18%	158
2014 Q2	$1.12M	Sell	9,705 -257	-3%	-$29.3K	0.18%	174
2014 Q1	$1.12M	Buy	9,962 +1,073	+12%	+$120K	0.24%	113
2013 Q4	$976K	Sell	8,889 -443	-5%	-$49.5K	0.23%	127
2013 Q3	$1.05M	Sell	9,332 -2,886	-24%	-$322K	0.27%	100
2013 Q2	$1.37M	Buy	+12,218	New	+$1.45M	0.42%	58

Other funds holding TIP

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investors Capital Advisory Services's TIP Position: Q2 2016 in Review

Investors Capital Advisory Services increased its iShares TIPS Bond ETF (TIP) stake by 6.9% in Q2 2016, buying an estimated $82.2K and bringing the position to 11,135 shares worth $1.3M. The position accounts for 0.25% of the portfolio, ranked #100.

Investors Capital Advisory Services first reported a position in TIP in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.59M in Q4 2015. 559 funds tracked by Wall St. Rank hold TIP as of Q2 2016.

Investors Capital Advisory Services held 11,135 shares of iShares TIPS Bond ETF worth $1.3M as of Q2 2016.
Investors Capital Advisory Services bought 716 iShares TIPS Bond ETF shares in Q2 2016, an estimated $82.2K.
iShares TIPS Bond ETF made up 0.25% of Investors Capital Advisory Services's portfolio in Q2 2016, its #100 holding.
Investors Capital Advisory Services first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's iShares TIPS Bond ETF position peaked at $1.59M in Q4 2015.
559 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.