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Lowe Wealth Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Lowe Wealth Advisors’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
2015
Q2 		– Sell
-91
Closed -$5K – 244
2015
Q1 		$5K Buy
+91
New +$5.05K ﹤0.01% 158

Other funds holding WIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
CPS
Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Lowe Wealth Advisors's WIP Position: Q2 2015 in Review

Lowe Wealth Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2015, closing a stake of 91 shares — an estimated $5K sold.

Lowe Wealth Advisors first reported a position in WIP in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 96 funds tracked by Wall St. Rank hold WIP as of Q2 2015.

  • Lowe Wealth Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2015 after selling out during the quarter.
  • Lowe Wealth Advisors sold 91 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2015, an estimated $5K.
  • Lowe Wealth Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2015 and held it in 1 quarter.
  • Lowe Wealth Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $5K in Q1 2015.
  • 96 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2015.

Based on Lowe Wealth Advisors's 13F filing for Q2 2015, filed 4 Dec 2015.