MVIP
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Mar Vista Investment Partners’s iShares TIPS Bond ETF TIP Stock Holding History

Mar Vista Investment Partners’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
2018
Q1 		– Sell
-2,545
Closed -$290K – 53
2017
Q4 		$290K Buy
2,545
+216
+9% +$24.6K 0.01% 43
2017
Q3 		$265K Hold
2,329
– – 0.01% 41
2017
Q2 		$264K Hold
2,329
– – 0.01% 41
2017
Q1 		$267K Hold
2,329
– – 0.01% 40
2016
Q4 		$264K Buy
2,329
+513
+28% +$58.6K 0.01% 39
2016
Q3 		$212K Hold
1,816
– – 0.01% 38
2016
Q2 		$212K Hold
1,816
– – 0.01% 40
2016
Q1 		$208K Hold
1,816
– – 0.01% 41
2015
Q4 		$199K Hold
1,816
– – 0.01% 42
2015
Q3 		$201K Hold
1,816
– – 0.01% 41
2015
Q2 		$203K Hold
1,816
– – 0.01% 41
2015
Q1 		$206K Hold
1,816
– – 0.01% 41
2014
Q4 		$203K Hold
1,816
– – 0.01% 44
2014
Q3 		$204K Hold
1,816
– – 0.01% 46
2014
Q2 		$209K Hold
1,816
– – 0.01% 47
2014
Q1 		$204K Hold
1,816
– – 0.01% 45
2013
Q4 		$200K Hold
1,816
– – 0.01% 46
2013
Q3 		$204K Hold
1,816
– – 0.01% 43
2013
Q2 		$203K Buy
+1,816
New +$215K 0.01% 43

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Mar Vista Investment Partners's TIP Position: Q1 2018 in Review

Mar Vista Investment Partners sold out of iShares TIPS Bond ETF (TIP) in Q1 2018, closing a stake of 2,545 shares — an estimated $290K sold.

Mar Vista Investment Partners first reported a position in TIP in Q2 2013 and held it in 19 quarters. The position peaked at $290K in Q4 2017. 794 funds tracked by Wall St. Rank hold TIP as of Q1 2018.

  • Mar Vista Investment Partners reported no remaining iShares TIPS Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Mar Vista Investment Partners sold 2,545 iShares TIPS Bond ETF shares in Q1 2018, an estimated $290K.
  • Mar Vista Investment Partners first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 19 quarters.
  • Mar Vista Investment Partners's iShares TIPS Bond ETF position peaked at $290K in Q4 2017.
  • 794 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2018.

Based on Mar Vista Investment Partners's 13F filing for Q1 2018, filed 7 May 2018.