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Lehman Financial Resources’s iShares TIPS Bond ETF TIP Stock Holding History

Lehman Financial Resources’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
2015
Q4 		– Sell
-630
Closed -$69K – 312
2015
Q3 		$69K Buy
630
+180
+40% +$20.1K 0.04% 120
2015
Q2 		$50K Hold
450
– – 0.02% 153
2015
Q1 		$51K Hold
450
– – 0.02% 159
2014
Q4 		$50K Hold
450
– – 0.02% 146
2014
Q3 		$50K Hold
450
– – 0.03% 147
2014
Q2 		$52K Hold
450
– – 0.02% 140
2014
Q1 		$50K Hold
450
– – 0.03% 139
2013
Q4 		$49K Hold
450
– – 0.03% 130
2013
Q3 		$51K Hold
450
– – 0.03% 113
2013
Q2 		$50K Buy
+450
New +$53.3K 0.03% 101

Other funds holding TIP

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 $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Lehman Financial Resources's TIP Position: Q4 2015 in Review

Lehman Financial Resources sold out of iShares TIPS Bond ETF (TIP) in Q4 2015, closing a stake of 630 shares — an estimated $69K sold.

Lehman Financial Resources first reported a position in TIP in Q2 2013 and held it in 10 quarters. The position peaked at $69K in Q3 2015. 538 funds tracked by Wall St. Rank hold TIP as of Q4 2015.

  • Lehman Financial Resources reported no remaining iShares TIPS Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 630 iShares TIPS Bond ETF shares in Q4 2015, an estimated $69K.
  • Lehman Financial Resources first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's iShares TIPS Bond ETF position peaked at $69K in Q3 2015.
  • 538 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.