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

Monterey Private Wealth’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
2020 Q1	–	Sell	-5,548	Closed	-$306K	–	83
2019 Q4	$306K	Buy	+5,548	New	+$303K	0.25%	54

Other funds holding WIP

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

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

MFM

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

PAM

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

LFWA

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

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

SCM

Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Monterey Private Wealth's WIP Position: Q1 2020 in Review

Monterey Private Wealth sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2020, closing a stake of 5,548 shares — an estimated $306K sold.

Monterey Private Wealth first reported a position in WIP in Q4 2019 and held it in 1 quarter. The position peaked at $306K in Q4 2019. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2020.

Monterey Private Wealth reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2020 after selling out during the quarter.
Monterey Private Wealth sold 5,548 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2020, an estimated $306K.
Monterey Private Wealth first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2019 and held it in 1 quarter.
Monterey Private Wealth's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $306K in Q4 2019.
88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2020.

Based on Monterey Private Wealth's 13F filing for Q1 2020, filed 24 Feb 2021.