MGO One Seven
SPIP icon

MGO One Seven’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

MGO One Seven’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-482
Closed -$12K – 1464
2018
Q4 		$12K Buy
+482
New +$13K 0.01% 1088
2018
Q1 		$13K Hold
482
– – 0.01% 1021
2017
Q4 		$14K Buy
+482
New +$13.6K 0.01% 979

Other funds holding SPIP

Charles Schwab Investment Advisory
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TD Ameritrade Investment Management
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

MGO One Seven's SPIP Position: Q1 2019 in Review

MGO One Seven sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2019, closing a stake of 482 shares — an estimated $12K sold.

MGO One Seven first reported a position in SPIP in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q4 2017. 135 funds tracked by Wall St. Rank hold SPIP as of Q1 2019.

  • MGO One Seven reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 482 State Street SPDR Portfolio TIPS ETF shares in Q1 2019, an estimated $12K.
  • MGO One Seven first reported a position in State Street SPDR Portfolio TIPS ETF in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's State Street SPDR Portfolio TIPS ETF position peaked at $14K in Q4 2017.
  • 135 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.