Personal Capital Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Personal Capital Advisors’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
2016 Q3	–	Sell	-237,168	Closed	-$13M	–	188
2016 Q2	$13M	Buy	237,168 +31,087	+15%	+$1.68M	0.5%	67
2016 Q1	$11.2M	Buy	206,081 +32,075	+18%	+$1.64M	0.52%	66
2015 Q4	$8.76M	Buy	174,006 +17,861	+11%	+$932K	0.48%	71
2015 Q3	$8.13M	Buy	156,145 +14,376	+10%	+$766K	0.53%	60
2015 Q2	$7.79M	Buy	141,769 +17,094	+14%	+$948K	0.54%	63
2015 Q1	$6.83M	Buy	124,675 +15,735	+14%	+$874K	0.55%	63
2014 Q4	$6.2M	Buy	108,940 +19,428	+22%	+$1.14M	0.63%	61
2014 Q3	$5.26M	Buy	89,512 +21,912	+32%	+$1.34M	0.68%	64
2014 Q2	$4.19M	Buy	67,600 +15,315	+29%	+$936K	0.69%	75
2014 Q1	$3.14M	Buy	52,285 +13,365	+34%	+$784K	0.71%	75
2013 Q4	$2.27M	Buy	+38,920	New	+$2.31M	0.72%	72

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PAM

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

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

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

Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Personal Capital Advisors's WIP Position: Q3 2016 in Review

Personal Capital Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2016, closing a stake of 237,168 shares — an estimated $13M sold.

Personal Capital Advisors first reported a position in WIP in Q4 2013 and held it in 11 quarters. The position peaked at $13M in Q2 2016. 89 funds tracked by Wall St. Rank hold WIP as of Q3 2016.

Personal Capital Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2016 after selling out during the quarter.
Personal Capital Advisors sold 237,168 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q3 2016, an estimated $13M.
Personal Capital Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 11 quarters.
Personal Capital Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $13M in Q2 2016.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2016.

Based on Personal Capital Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.