KIG
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Kessler Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

Kessler Investment Group’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
2013
Q4 		– Sell
-1,105
Closed -$124K – 185
2013
Q3 		$124K Buy
+1,105
New +$123K 0.34% 46

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Kessler Investment Group's TIP Position: Q4 2013 in Review

Kessler Investment Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2013, closing a stake of 1,105 shares — an estimated $124K sold.

Kessler Investment Group first reported a position in TIP in Q3 2013 and held it in 1 quarter. The position peaked at $124K in Q3 2013. 454 funds tracked by Wall St. Rank hold TIP as of Q4 2013.

  • Kessler Investment Group reported no remaining iShares TIPS Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 1,105 iShares TIPS Bond ETF shares in Q4 2013, an estimated $124K.
  • Kessler Investment Group first reported a position in iShares TIPS Bond ETF in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's iShares TIPS Bond ETF position peaked at $124K in Q3 2013.
  • 454 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.