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Jefferies Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Jefferies Group’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-97
Closed -$10K – 2203
2013
Q3 		$10K Sell
97
-1,403
-94% -$142K ﹤0.01% 1836
2013
Q2 		$151K Buy
+1,500
New +$153K ﹤0.01% 1594

Other funds holding STIP

MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Jefferies Group's STIP Position: Q4 2013 in Review

Jefferies Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2013, closing a stake of 97 shares — an estimated $10K sold.

Jefferies Group first reported a position in STIP in Q2 2013 and held it in 2 quarters. The position peaked at $151K in Q2 2013. 71 funds tracked by Wall St. Rank hold STIP as of Q4 2013.

  • Jefferies Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Jefferies Group sold 97 iShares 0-5 Year TIPS Bond ETF shares in Q4 2013, an estimated $10K.
  • Jefferies Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and held it in 2 quarters.
  • Jefferies Group's iShares 0-5 Year TIPS Bond ETF position peaked at $151K in Q2 2013.
  • 71 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2013.

Based on Jefferies Group's 13F filing for Q4 2013, filed 18 Feb 2014.