LGC
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Laurel Grove Capital’s iShares TIPS Bond ETF TIP Stock Holding History

Laurel Grove 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
2013
Q3 		– Sell
-9,000
Closed -$1.01M – 99
2013
Q2 		$1.01M Buy
+9,000
New +$1.07M 0.72% 52

Other funds holding TIP

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Laurel Grove Capital's TIP Position: Q3 2013 in Review

Laurel Grove Capital sold out of iShares TIPS Bond ETF (TIP) in Q3 2013, closing a stake of 9,000 shares — an estimated $1.01M sold.

Laurel Grove Capital first reported a position in TIP in Q2 2013 and held it in 1 quarter. The position peaked at $1.01M in Q2 2013. 429 funds tracked by Wall St. Rank hold TIP as of Q3 2013.

  • Laurel Grove Capital reported no remaining iShares TIPS Bond ETF position as of Q3 2013 after selling out during the quarter.
  • Laurel Grove Capital sold 9,000 iShares TIPS Bond ETF shares in Q3 2013, an estimated $1.01M.
  • Laurel Grove Capital first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 1 quarter.
  • Laurel Grove Capital's iShares TIPS Bond ETF position peaked at $1.01M in Q2 2013.
  • 429 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2013.

Based on Laurel Grove Capital's 13F filing for Q3 2013, filed 11 Oct 2013.