Long Wharf Investors’s iShares TIPS Bond ETF TIP Stock Holding History

Long Wharf Investors’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	$333K	Hold	2,890	–	–	0.26%	122
2014 Q1	$324K	Buy	+2,890	New	+$323K	0.28%	123

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 $3.38T AUM 44.17% 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

Long Wharf Investors's TIP Position: Q2 2014 in Review

Long Wharf Investors held its iShares TIPS Bond ETF (TIP) position steady in Q2 2014 at 2,890 shares worth $333K. The position accounts for 0.26% of the portfolio, ranked #122.

Long Wharf Investors first reported a position in TIP in Q1 2014 and has held it in 2 quarters since. 470 funds tracked by Wall St. Rank hold TIP as of Q2 2014.

Long Wharf Investors held 2,890 shares of iShares TIPS Bond ETF worth $333K as of Q2 2014.
Long Wharf Investors left its iShares TIPS Bond ETF share count unchanged in Q2 2014.
iShares TIPS Bond ETF made up 0.26% of Long Wharf Investors's portfolio in Q2 2014, its #122 holding.
Long Wharf Investors first reported a position in iShares TIPS Bond ETF in Q1 2014 and has held it in 2 quarters since.
470 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.