KJHP
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K.J. Harrison & Partners’s iShares TIPS Bond ETF TIP Stock Holding History

K.J. Harrison & Partners’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
2020
Q1 		– Sell
-10,000
Closed -$1.17M – 191
2019
Q4 		$1.17M Buy
+10,000
New +$1.16M 0.29% 94

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

K.J. Harrison & Partners's TIP Position: Q1 2020 in Review

K.J. Harrison & Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2020, closing a stake of 10,000 shares — an estimated $1.17M sold.

K.J. Harrison & Partners first reported a position in TIP in Q4 2019 and held it in 1 quarter. The position peaked at $1.17M in Q4 2019. 896 funds tracked by Wall St. Rank hold TIP as of Q1 2020.

  • K.J. Harrison & Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2020 after selling out during the quarter.
  • K.J. Harrison & Partners sold 10,000 iShares TIPS Bond ETF shares in Q1 2020, an estimated $1.17M.
  • K.J. Harrison & Partners first reported a position in iShares TIPS Bond ETF in Q4 2019 and held it in 1 quarter.
  • K.J. Harrison & Partners's iShares TIPS Bond ETF position peaked at $1.17M in Q4 2019.
  • 896 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2020.

Based on K.J. Harrison & Partners's 13F filing for Q1 2020, filed 5 May 2020.