Patten Group’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Patten Group’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
2019 Q1	–	Sell	-25	Closed	-$1K	–	541
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	582
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	673
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	655
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	571
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	610
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	627
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	631
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	633
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	608
2016 Q3	$1.39K	Hold	25	–	–	﹤0.01%	606
2016 Q2	$1.37K	Hold	25	–	–	﹤0.01%	605
2016 Q1	$1.36K	Hold	25	–	–	﹤0.01%	632
2015 Q4	$1.26K	Hold	25	–	–	﹤0.01%	658
2015 Q3	$1.3K	Hold	25	–	–	﹤0.01%	570
2015 Q2	$1.37K	Buy	+25	New	+$1.39K	﹤0.01%	573
2015 Q1	–	Sell	-25	Closed	-$1K	–	249
2014 Q4	$1K	Buy	+25	New	+$1.46K	﹤0.01%	259

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

SCM

Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

Patten Group's WIP Position: Q1 2019 in Review

Patten Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2019, closing a stake of 25 shares — an estimated $1K sold.

Patten Group first reported a position in WIP in Q4 2014 and held it in 16 quarters. The position peaked at $1.39K in Q3 2016. 91 funds tracked by Wall St. Rank hold WIP as of Q1 2019.

Patten Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 25 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2019, an estimated $1K.
Patten Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2014 and held it in 16 quarters.
Patten Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.39K in Q3 2016.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2019.

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