Legacy Private Trust’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Legacy Private Trust’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
2016 Q2	–	Sell	-3,971	Closed	-$216K	–	248
2016 Q1	$216K	Buy	+3,971	New	+$204K	0.03%	226
2014 Q4	–	Sell	-64,376	Closed	-$3.78M	–	269
2014 Q3	$3.78M	Buy	64,376 +47,366	+278%	+$2.91M	0.58%	42
2014 Q2	$1.05M	Buy	+17,010	New	+$1.04M	0.16%	136

Other funds holding WIP

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

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

QS Investors New York $8.47B AUM 30.71% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Legacy Private Trust's WIP Position: Q2 2016 in Review

Legacy Private Trust sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2016, closing a stake of 3,971 shares — an estimated $216K sold.

Legacy Private Trust first reported a position in WIP in Q2 2014 and held it in 3 quarters. The position peaked at $3.78M in Q3 2014. 89 funds tracked by Wall St. Rank hold WIP as of Q2 2016.

Legacy Private Trust reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2016 after selling out during the quarter.
Legacy Private Trust sold 3,971 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2016, an estimated $216K.
Legacy Private Trust first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2014 and held it in 3 quarters.
Legacy Private Trust's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $3.78M in Q3 2014.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2016.

Based on Legacy Private Trust's 13F filing for Q2 2016, filed 14 Jul 2016.