Northstar Investment Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Northstar Investment Advisors’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,790	Closed	-$208K	–	116
2016 Q3	$208K	Sell	1,790 -50	-3%	-$2.47K	0.05%	103
2016 Q2	$215K	Buy	+1,840	New	+$90.4K	0.05%	98

Other funds holding VTIP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Northstar Investment Advisors's VTIP Position: Q4 2016 in Review

Northstar Investment Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2016, closing a stake of 1,790 shares — an estimated $208K sold.

Northstar Investment Advisors first reported a position in VTIP in Q2 2016 and held it in 2 quarters. The position peaked at $215K in Q2 2016. 173 funds tracked by Wall St. Rank hold VTIP as of Q4 2016.

Northstar Investment Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2016 after selling out during the quarter.
Northstar Investment Advisors sold 1,790 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2016, an estimated $208K.
Northstar Investment Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2016 and held it in 2 quarters.
Northstar Investment Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $215K in Q2 2016.
173 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2016.

Based on Northstar Investment Advisors's 13F filing for Q4 2016, filed 30 Jan 2017.