MWR
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McAdams Wright Ragen’s iShares TIPS Bond ETF TIP Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$238K Buy
+2,131
New +$244K 0.01% 366
2014
Q1 		– Sell
-2,072
Closed -$227K – 386
2013
Q4 		$227K Buy
2,072
+133
+7% +$14.8K 0.02% 327
2013
Q3 		$218K Sell
1,939
-88
-4% -$9.82K 0.02% 306
2013
Q2 		$227K Buy
+2,027
New +$240K 0.02% 309

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

McAdams Wright Ragen's TIP Position: Q3 2014 in Review

McAdams Wright Ragen opened a new position in iShares TIPS Bond ETF (TIP) in Q3 2014: 2,131 shares worth $238K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: McAdams Wright Ragen previously reported a position in TIP as recently as Q4 2013.

McAdams Wright Ragen first reported a position in TIP in Q2 2013 and has held it in 4 quarters since. 470 funds tracked by Wall St. Rank hold TIP as of Q3 2014.

  • McAdams Wright Ragen held 2,131 shares of iShares TIPS Bond ETF worth $238K as of Q3 2014.
  • iShares TIPS Bond ETF was a new McAdams Wright Ragen position in Q3 2014.
  • iShares TIPS Bond ETF made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #366 holding.
  • McAdams Wright Ragen first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • 470 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.