M Holdings Securities’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

M Holdings Securities’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
2014 Q4	–	Sell	-6,214	Closed	-$308K	–	443
2014 Q3	$308K	Sell	6,214 -972	-14%	-$59.6K	0.17%	136
2014 Q2	$446K	Buy	+7,186	New	+$439K	0.29%	98
2014 Q1	–	Sell	-8,036	Closed	-$470K	–	195
2013 Q4	$470K	Buy	+8,036	New	+$477K	0.34%	76

Other funds holding WIP

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

M Holdings Securities's WIP Position: Q4 2014 in Review

M Holdings Securities sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2014, closing a stake of 6,214 shares — an estimated $308K sold.

M Holdings Securities first reported a position in WIP in Q4 2013 and held it in 3 quarters. The position peaked at $470K in Q4 2013. 117 funds tracked by Wall St. Rank hold WIP as of Q4 2014.

M Holdings Securities reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2014 after selling out during the quarter.
M Holdings Securities sold 6,214 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2014, an estimated $308K.
M Holdings Securities first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 3 quarters.
M Holdings Securities's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $470K in Q4 2013.
117 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.