KWA
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KCS Wealth Advisory’s iShares TIPS Bond ETF TIP Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-25
Closed -$2.91K – 375
2019
Q3 		$2.91K Buy
+25
New +$2.9K ﹤0.01% 409

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KCS Wealth Advisory's TIP Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares TIPS Bond ETF (TIP) in Q4 2019, closing a stake of 25 shares — an estimated $2.91K sold.

KCS Wealth Advisory first reported a position in TIP in Q3 2019 and held it in 1 quarter. The position peaked at $2.91K in Q3 2019. 926 funds tracked by Wall St. Rank hold TIP as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares TIPS Bond ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 25 iShares TIPS Bond ETF shares in Q4 2019, an estimated $2.91K.
  • KCS Wealth Advisory first reported a position in iShares TIPS Bond ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares TIPS Bond ETF position peaked at $2.91K in Q3 2019.
  • 926 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.