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Moneta Group Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Moneta Group Investment Advisors’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
2018
Q3 		– Sell
-11,772
Closed -$327K – 352
2018
Q2 		$327K Buy
+11,772
New +$325K 0.04% 203

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Moneta Group Investment Advisors's SPIP Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2018, closing a stake of 11,772 shares — an estimated $327K sold.

Moneta Group Investment Advisors first reported a position in SPIP in Q2 2018 and held it in 1 quarter. The position peaked at $327K in Q2 2018. 117 funds tracked by Wall St. Rank hold SPIP as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 11,772 State Street SPDR Portfolio TIPS ETF shares in Q3 2018, an estimated $327K.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $327K in Q2 2018.
  • 117 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.