Patten Group’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-332	Closed	-$16K	–	534
2018 Q4	$16K	Hold	332	–	–	0.01%	389
2018 Q3	$16K	Hold	332	–	–	0.01%	457
2018 Q2	$16K	Hold	332	–	–	0.01%	425
2018 Q1	$16K	Sell	332 -170	-34%	-$8.28K	0.01%	423
2017 Q4	$25K	Hold	502	–	–	0.01%	408
2017 Q3	$25K	Hold	502	–	–	0.01%	400
2017 Q2	$25K	Sell	502 -306	-38%	-$15.1K	0.01%	405
2017 Q1	$40K	Sell	808 -150	-16%	-$7.4K	0.02%	331
2016 Q4	$47K	Hold	958	–	–	0.02%	313
2016 Q3	$47.5K	Sell	958 -2,365	-71%	-$117K	0.02%	322
2016 Q2	$164K	Hold	3,323	–	–	0.08%	184
2016 Q1	$163K	Hold	3,323	–	–	0.08%	175
2015 Q4	$161K	Hold	3,323	–	–	0.08%	178
2015 Q3	$161K	Hold	3,323	–	–	0.08%	179
2015 Q2	$162K	Buy	+3,323	New	+$162K	0.08%	187

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

PWPCM

Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Patten Group's VTIP Position: Q1 2019 in Review

Patten Group sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2019, closing a stake of 332 shares — an estimated $16K sold.

Patten Group first reported a position in VTIP in Q2 2015 and held it in 15 quarters. The position peaked at $164K in Q2 2016. 327 funds tracked by Wall St. Rank hold VTIP as of Q1 2019.

Patten Group reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2019 after selling out during the quarter.
Patten Group sold 332 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2019, an estimated $16K.
Patten Group first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2015 and held it in 15 quarters.
Patten Group's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $164K in Q2 2016.
327 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.