Mission Wealth Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Mission Wealth Management’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,370	Closed	-$260K	–	278
2018 Q1	$260K	Buy	+4,370	New	+$257K	0.04%	179
2016 Q1	–	Sell	-5,300	Closed	-$267K	–	170
2015 Q4	$267K	Hold	5,300	–	–	0.08%	107
2015 Q3	$276K	Sell	5,300 -200	-4%	-$10.7K	0.08%	103
2015 Q2	$300K	Buy	+5,500	New	+$305K	0.1%	98

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mission Wealth Management's WIP Position: Q2 2018 in Review

Mission Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2018, closing a stake of 4,370 shares — an estimated $260K sold.

Mission Wealth Management first reported a position in WIP in Q2 2015 and held it in 4 quarters. The position peaked at $300K in Q2 2015. 91 funds tracked by Wall St. Rank hold WIP as of Q2 2018.

Mission Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2018 after selling out during the quarter.
Mission Wealth Management sold 4,370 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2018, an estimated $260K.
Mission Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2015 and held it in 4 quarters.
Mission Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $300K in Q2 2015.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2018.

Based on Mission Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.