Kernodle & Katon Asset Management Group’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Kernodle & Katon Asset Management Group’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-90	Closed	-$5K	–	372
2016 Q4	$5K	Sell	90 -1,994	-96%	-$107K	﹤0.01%	263
2016 Q3	$119K	Hold	2,084	–	–	0.07%	121
2016 Q2	$114K	Hold	2,084	–	–	0.11%	82
2016 Q1	$113K	Hold	2,084	–	–	0.11%	75
2015 Q4	$105K	Buy	+2,084	New	+$109K	0.1%	60

Other funds holding WIP

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Kernodle & Katon Asset Management Group's WIP Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2017, closing a stake of 90 shares — an estimated $5K sold.

Kernodle & Katon Asset Management Group first reported a position in WIP in Q4 2015 and held it in 5 quarters. The position peaked at $119K in Q3 2016. 79 funds tracked by Wall St. Rank hold WIP as of Q1 2017.

Kernodle & Katon Asset Management Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2017 after selling out during the quarter.
Kernodle & Katon Asset Management Group sold 90 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2017, an estimated $5K.
Kernodle & Katon Asset Management Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2015 and held it in 5 quarters.
Kernodle & Katon Asset Management Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $119K in Q3 2016.
79 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.