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ITIP

Patten Group’s ISHARES TR INTL INFLATION LKD BD ETF ITIP Stock Holding History

Patten Group’s Portfolio ITIP Stock Details ITIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$9K – 262
2014
Q4 		$9K Buy
+200
New +$9.15K ﹤0.01% 234

Other funds holding ITIP

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patten Group's ITIP Position: Q1 2015 in Review

Patten Group sold out of ISHARES TR INTL INFLATION LKD BD ETF (ITIP) in Q1 2015, closing a stake of 200 shares — an estimated $9K sold.

Patten Group first reported a position in ITIP in Q4 2014 and held it in 1 quarter. The position peaked at $9K in Q4 2014. 26 funds tracked by Wall St. Rank hold ITIP as of Q1 2015.

  • Patten Group reported no remaining ISHARES TR INTL INFLATION LKD BD ETF position as of Q1 2015 after selling out during the quarter.
  • Patten Group sold 200 ISHARES TR INTL INFLATION LKD BD ETF shares in Q1 2015, an estimated $9K.
  • Patten Group first reported a position in ISHARES TR INTL INFLATION LKD BD ETF in Q4 2014 and held it in 1 quarter.
  • Patten Group's ISHARES TR INTL INFLATION LKD BD ETF position peaked at $9K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held ISHARES TR INTL INFLATION LKD BD ETF as of Q1 2015.

Based on Patten Group's 13F filing for Q1 2015, filed 6 May 2015.