JFS Wealth Advisors’s ISHARES TR INTL INFLATION LKD BD ETF ITIP Stock Holding History

JFS Wealth Advisors’s Portfolio ITIP Stock Details ITIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-536	Closed	-$24K	–	553
2014 Q4	$24K	Buy	536 +11	+2%	+$503	﹤0.01%	271
2014 Q3	$24K	Buy	+525	New	+$25.4K	﹤0.01%	245

Other funds holding ITIP

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

PFA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MAS

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

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

BCM

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

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JFS Wealth Advisors's ITIP Position: Q1 2015 in Review

JFS Wealth Advisors sold out of ISHARES TR INTL INFLATION LKD BD ETF (ITIP) in Q1 2015, closing a stake of 536 shares — an estimated $24K sold.

JFS Wealth Advisors first reported a position in ITIP in Q3 2014 and held it in 2 quarters. The position peaked at $24K in Q4 2014. 26 funds tracked by Wall St. Rank hold ITIP as of Q1 2015.

JFS Wealth Advisors reported no remaining ISHARES TR INTL INFLATION LKD BD ETF position as of Q1 2015 after selling out during the quarter.
JFS Wealth Advisors sold 536 ISHARES TR INTL INFLATION LKD BD ETF shares in Q1 2015, an estimated $24K.
JFS Wealth Advisors first reported a position in ISHARES TR INTL INFLATION LKD BD ETF in Q3 2014 and held it in 2 quarters.
JFS Wealth Advisors's ISHARES TR INTL INFLATION LKD BD ETF position peaked at $24K in Q4 2014.
26 funds tracked by Wall St. Rank held ISHARES TR INTL INFLATION LKD BD ETF as of Q1 2015.

Based on JFS Wealth Advisors's 13F filing for Q1 2015, filed 28 Apr 2015.