Pinkerton Retirement Specialists’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Pinkerton Retirement Specialists’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 Q1	–	Sell	-219	Closed	-$11K	–	500
2016 Q4	$11K	Hold	219	–	–	0.01%	392
2016 Q3	$12K	Sell	219 -5	-2%	-$280	0.01%	384
2016 Q2	$12K	Buy	+224	New	+$12.1K	0.01%	379

Other funds holding WIP

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

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

PAM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

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

Pinkerton Retirement Specialists sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2017, closing a stake of 219 shares — an estimated $11K sold.

Pinkerton Retirement Specialists first reported a position in WIP in Q2 2016 and held it in 3 quarters. The position peaked at $12K in Q3 2016. 79 funds tracked by Wall St. Rank hold WIP as of Q1 2017.

Pinkerton Retirement Specialists reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2017 after selling out during the quarter.
Pinkerton Retirement Specialists sold 219 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2017, an estimated $11K.
Pinkerton Retirement Specialists first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2016 and held it in 3 quarters.
Pinkerton Retirement Specialists's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $12K in Q3 2016.
79 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2017.

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