Macquarie Group
STIP icon

Macquarie Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Macquarie Group’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-2,530
Closed -$256K – 1630
2013
Q3 		$256K Buy
2,530
+150
+6% +$15.2K ﹤0.01% 1383
2013
Q2 		$240K Buy
+2,380
New +$243K ﹤0.01% 1355

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Credit Agricole
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
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U
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Macquarie Group's STIP Position: Q4 2013 in Review

Macquarie Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q4 2013, closing a stake of 2,530 shares — an estimated $256K sold.

Macquarie Group first reported a position in STIP in Q2 2013 and held it in 2 quarters. The position peaked at $256K in Q3 2013. 71 funds tracked by Wall St. Rank hold STIP as of Q4 2013.

  • Macquarie Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Macquarie Group sold 2,530 iShares 0-5 Year TIPS Bond ETF shares in Q4 2013, an estimated $256K.
  • Macquarie Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q2 2013 and held it in 2 quarters.
  • Macquarie Group's iShares 0-5 Year TIPS Bond ETF position peaked at $256K in Q3 2013.
  • 71 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2013.

Based on Macquarie Group's 13F filing for Q4 2013, filed 14 Feb 2014.