J.P. Turner & Co Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

J.P. Turner & Co Capital Management’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 Q3	$637K	Sell	5,777 -5,040	-47%	-$562K	0.66%	45
2015 Q2	$1.21M	Buy	10,817 +4,704	+77%	+$532K	0.94%	24
2015 Q1	$695K	Buy	6,113 +258	+4%	+$29.3K	0.64%	52
2014 Q4	$655K	Buy	+5,855	New	+$661K	0.63%	45

Other funds holding TIP

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

WIM

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

J.P. Turner & Co Capital Management's TIP Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its iShares TIPS Bond ETF (TIP) stake by 47% in Q3 2015, selling an estimated $562K and leaving 5,777 shares worth $637K. The position accounts for 0.66% of the portfolio, ranked #45.

J.P. Turner & Co Capital Management first reported a position in TIP in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.21M in Q2 2015. 511 funds tracked by Wall St. Rank hold TIP as of Q3 2015.

J.P. Turner & Co Capital Management held 5,777 shares of iShares TIPS Bond ETF worth $637K as of Q3 2015.
J.P. Turner & Co Capital Management sold 5,040 iShares TIPS Bond ETF shares in Q3 2015, an estimated $562K.
iShares TIPS Bond ETF made up 0.66% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #45 holding.
J.P. Turner & Co Capital Management first reported a position in iShares TIPS Bond ETF in Q4 2014 and has held it in 4 quarters since.
J.P. Turner & Co Capital Management's iShares TIPS Bond ETF position peaked at $1.21M in Q2 2015.
511 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.