Levitt Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Levitt Capital Management’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
2014 Q2	$810K	Buy	+7,018	New	+$799K	1.94%	15

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Levitt Capital Management's TIP Position: Q2 2014 in Review

Levitt Capital Management opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2014: 7,018 shares worth $810K. The stake represents 1.94% of the portfolio and ranks #15 among its holdings.

470 funds tracked by Wall St. Rank hold TIP as of Q2 2014.

Levitt Capital Management held 7,018 shares of iShares TIPS Bond ETF worth $810K as of Q2 2014.
iShares TIPS Bond ETF was a new Levitt Capital Management position in Q2 2014.
iShares TIPS Bond ETF made up 1.94% of Levitt Capital Management's portfolio in Q2 2014, its #15 holding.
470 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2014.

Based on Levitt Capital Management's 13F filing for Q2 2014, filed 21 Jul 2014.