McAdams Wright Ragen’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

McAdams Wright Ragen’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$747K	Buy	15,139 +1,410	+10%	+$70.3K	0.04%	220
2014 Q2	$688K	Sell	13,729 -17,050	-55%	-$848K	0.04%	225
2014 Q1	$1.52M	Hold	30,779	–	–	0.09%	154
2013 Q4	$1.52M	Hold	30,779	–	–	0.1%	153
2013 Q3	$1.52M	Buy	30,779 +4,579	+17%	+$226K	0.12%	131
2013 Q2	$1.29M	Buy	+26,200	New	+$1.3M	0.1%	151

Other funds holding VTIP

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

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

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

SFPM

Sensible Financial Planning & Management Waltham, Massachusetts $551M AUM 4.6% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

McAdams Wright Ragen increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 10% in Q3 2014, buying an estimated $70.3K and bringing the position to 15,139 shares worth $747K. The position accounts for 0.04% of the portfolio, ranked #220.

McAdams Wright Ragen first reported a position in VTIP in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.52M in Q3 2013. 101 funds tracked by Wall St. Rank hold VTIP as of Q3 2014.

McAdams Wright Ragen held 15,139 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $747K as of Q3 2014.
McAdams Wright Ragen bought 1,410 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2014, an estimated $70.3K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.04% of McAdams Wright Ragen's portfolio in Q3 2014, its #220 holding.
McAdams Wright Ragen first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.52M in Q3 2013.
101 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2014.

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