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

Mosaic Family 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
2016 Q1	–	Sell	-1,202	Closed	-$60K	–	845
2015 Q4	$60K	Buy	+1,202	New	+$62.7K	0.03%	290

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

HIM

Hanlon Investment Management Egg Harbor Township, New Jersey $181M AUM 27.95% 1-Year Est. Return

PAM

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

Mosaic Family Wealth's WIP Position: Q1 2016 in Review

Mosaic Family Wealth sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2016, closing a stake of 1,202 shares — an estimated $60K sold.

Mosaic Family Wealth first reported a position in WIP in Q4 2015 and held it in 1 quarter. The position peaked at $60K in Q4 2015. 88 funds tracked by Wall St. Rank hold WIP as of Q1 2016.

Mosaic Family Wealth reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2016 after selling out during the quarter.
Mosaic Family Wealth sold 1,202 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2016, an estimated $60K.
Mosaic Family Wealth first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2015 and held it in 1 quarter.
Mosaic Family Wealth's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $60K in Q4 2015.
88 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2016.

Based on Mosaic Family Wealth's 13F filing for Q1 2016, filed 12 May 2016.