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

Perigon Wealth Management’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
2017 Q4	–	Sell	-225	Closed	-$13K	–	678
2017 Q3	$13K	Hold	225	–	–	﹤0.01%	488
2017 Q2	$13K	Hold	225	–	–	﹤0.01%	483
2017 Q1	$12K	Hold	225	–	–	﹤0.01%	514
2016 Q4	$12K	Hold	225	–	–	﹤0.01%	544
2016 Q3	$13K	Sell	225 -95	-30%	-$5.32K	﹤0.01%	456
2016 Q2	$18K	Buy	+320	New	+$17.3K	﹤0.01%	349
2015 Q4	–	Sell	-3,995	Closed	-$208K	–	229
2015 Q3	$208K	Sell	3,995 -325	-8%	-$17.3K	0.06%	205
2015 Q2	$237K	Sell	4,320 -135	-3%	-$7.49K	0.06%	198
2015 Q1	$243K	Sell	4,455 -445	-9%	-$24.7K	0.07%	199
2014 Q4	$279K	Hold	4,900	–	–	0.08%	181
2014 Q3	$288K	Sell	4,900 -1,175	-19%	-$72.1K	0.09%	165
2014 Q2	$377K	Sell	6,075 -423	-7%	-$25.9K	0.11%	145
2014 Q1	$390K	Hold	6,498	–	–	0.21%	85
2013 Q4	$379K	Buy	+6,498	New	+$386K	0.21%	86

Other funds holding WIP

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

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

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

PAM

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Perigon Wealth Management's WIP Position: Q4 2017 in Review

Perigon Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2017, closing a stake of 225 shares — an estimated $13K sold.

Perigon Wealth Management first reported a position in WIP in Q4 2013 and held it in 14 quarters. The position peaked at $390K in Q1 2014. 85 funds tracked by Wall St. Rank hold WIP as of Q4 2017.

Perigon Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2017 after selling out during the quarter.
Perigon Wealth Management sold 225 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2017, an estimated $13K.
Perigon Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 14 quarters.
Perigon Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $390K in Q1 2014.
85 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2017.

Based on Perigon Wealth Management's 13F filing for Q4 2017, filed 14 Feb 2018.