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LexAurum Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

LexAurum Advisors’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,320
Closed -$198K – 158
2018
Q1 		$198K Sell
10,320
-963
-9% -$18.4K 0.17% 138
2017
Q4 		$217K Buy
+11,283
New +$220K 0.2% 133

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
RCG
Ruggie Capital Group Tavares, Florida $1.94M AUM 7.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

LexAurum Advisors's TIPX Position: Q2 2018 in Review

LexAurum Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2018, closing a stake of 10,320 shares — an estimated $198K sold.

LexAurum Advisors first reported a position in TIPX in Q4 2017 and held it in 2 quarters. The position peaked at $217K in Q4 2017. 20 funds tracked by Wall St. Rank hold TIPX as of Q2 2018.

  • LexAurum Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2018 after selling out during the quarter.
  • LexAurum Advisors sold 10,320 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2018, an estimated $198K.
  • LexAurum Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2017 and held it in 2 quarters.
  • LexAurum Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $217K in Q4 2017.
  • 20 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2018.

Based on LexAurum Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.