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Patton Albertson Miller Group’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Patton Albertson Miller Group’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,102
Closed -$307K – 153
2014
Q4 		$307K Sell
3,102
-825
-21% -$82.6K 0.14% 135
2014
Q3 		$395K Sell
3,927
-1,765
-31% -$179K 0.21% 121
2014
Q2 		$583K Buy
5,692
+10
+0.2% +$1.02K 0.3% 105
2014
Q1 		$575K Buy
5,682
+3,272
+136% +$331K 0.3% 87
2013
Q4 		$243K Buy
+2,410
New +$244K 0.14% 123

Other funds holding STIP

F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Patton Albertson Miller Group's STIP Position: Q1 2015 in Review

Patton Albertson Miller Group sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q1 2015, closing a stake of 3,102 shares — an estimated $307K sold.

Patton Albertson Miller Group first reported a position in STIP in Q4 2013 and held it in 5 quarters. The position peaked at $583K in Q2 2014. 68 funds tracked by Wall St. Rank hold STIP as of Q1 2015.

  • Patton Albertson Miller Group reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Patton Albertson Miller Group sold 3,102 iShares 0-5 Year TIPS Bond ETF shares in Q1 2015, an estimated $307K.
  • Patton Albertson Miller Group first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2013 and held it in 5 quarters.
  • Patton Albertson Miller Group's iShares 0-5 Year TIPS Bond ETF position peaked at $583K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2015.

Based on Patton Albertson Miller Group's 13F filing for Q1 2015, filed 15 May 2015.