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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-94,951
Closed -$5.41M 135
2016
Q3
$5.41M Sell
94,951
-4,583
-5% -$256K 0.52% 37
2016
Q2
$5.46M Sell
99,534
-9,350
-9% -$506K 0.54% 36
2016
Q1
$5.91M Sell
108,884
-6,293
-5% -$323K 0.55% 34
2015
Q4
$5.8M Sell
115,177
-9,503
-8% -$496K 0.53% 34
2015
Q3
$6.49M Sell
124,680
-2,775
-2% -$148K 0.68% 32
2015
Q2
$7M Sell
127,455
-3,938
-3% -$218K 0.6% 40
2015
Q1
$7.17M Sell
131,393
-5,085
-4% -$282K 0.59% 49
2014
Q4
$7.77M Sell
136,478
-1,974
-1% -$115K 0.7% 51
2014
Q3
$8.13M Sell
138,452
-640
-0.5% -$39.3K 2% 25
2014
Q2
$8.63M Sell
139,092
-4,540
-3% -$278K 2.1% 25
2014
Q1
$8.63M Sell
143,632
-6,480
-4% -$380K 2.16% 26
2013
Q4
$8.77M Sell
150,112
-3,570
-2% -$212K 2.24% 26
2013
Q3
$9.16M Sell
153,682
-7,624
-5% -$444K 2.57% 25
2013
Q2
$9.29M Buy
+161,306
New +$9.92M 2.57% 24

Other funds holding WIP