KLC
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Knowledge Leaders Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Knowledge Leaders Capital’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
2016
Q2 		– Sell
-148,559
Closed -$17M – 38
2016
Q1 		$17M Buy
+148,559
New +$16.6M 4.65% 1

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Knowledge Leaders Capital's TIP Position: Q2 2016 in Review

Knowledge Leaders Capital sold out of iShares TIPS Bond ETF (TIP) in Q2 2016, closing a stake of 148,559 shares — an estimated $17M sold.

Knowledge Leaders Capital first reported a position in TIP in Q1 2016 and held it in 1 quarter. The position peaked at $17M in Q1 2016. 559 funds tracked by Wall St. Rank hold TIP as of Q2 2016.

  • Knowledge Leaders Capital reported no remaining iShares TIPS Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Knowledge Leaders Capital sold 148,559 iShares TIPS Bond ETF shares in Q2 2016, an estimated $17M.
  • Knowledge Leaders Capital first reported a position in iShares TIPS Bond ETF in Q1 2016 and held it in 1 quarter.
  • Knowledge Leaders Capital's iShares TIPS Bond ETF position peaked at $17M in Q1 2016.
  • 559 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2016.

Based on Knowledge Leaders Capital's 13F filing for Q2 2016, filed 21 Jul 2016.