Pinkerton Retirement Specialists’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Pinkerton Retirement Specialists’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
2017 Q1	–	Sell	-24,798	Closed	-$1.22M	–	488
2016 Q4	$1.22M	Buy	24,798 +366	+1%	+$18.1K	0.57%	40
2016 Q3	$1.21M	Buy	24,432 +17	+0.1%	+$840	0.51%	48
2016 Q2	$1.21M	Buy	+24,415	New	+$1.2M	0.61%	40

Other funds holding VTIP

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Pinkerton Retirement Specialists's VTIP Position: Q1 2017 in Review

Pinkerton Retirement Specialists sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q1 2017, closing a stake of 24,798 shares — an estimated $1.22M sold.

Pinkerton Retirement Specialists first reported a position in VTIP in Q2 2016 and held it in 3 quarters. The position peaked at $1.22M in Q4 2016. 200 funds tracked by Wall St. Rank hold VTIP as of Q1 2017.

Pinkerton Retirement Specialists reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q1 2017 after selling out during the quarter.
Pinkerton Retirement Specialists sold 24,798 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2017, an estimated $1.22M.
Pinkerton Retirement Specialists first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2016 and held it in 3 quarters.
Pinkerton Retirement Specialists's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $1.22M in Q4 2016.
200 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2017, filed 15 May 2017.