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Mark Morris et al’s iShares TIPS Bond ETF TIP Stock Holding History

Mark Morris et al’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
2013
Q2 		$168K Buy
+1,500
New +$178K 0.06% 65

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mark Morris et al's TIP Position: Q2 2013 in Review

Mark Morris et al opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2013: 1,500 shares worth $168K. The stake represents 0.06% of the portfolio and ranks #65 among its holdings.

448 funds tracked by Wall St. Rank hold TIP as of Q2 2013.

  • Mark Morris et al held 1,500 shares of iShares TIPS Bond ETF worth $168K as of Q2 2013.
  • iShares TIPS Bond ETF was a new Mark Morris et al position in Q2 2013.
  • iShares TIPS Bond ETF made up 0.06% of Mark Morris et al's portfolio in Q2 2013, its #65 holding.
  • 448 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2013.

Based on Mark Morris et al's 13F filing for Q2 2013, filed 13 Aug 2013.