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Placemark Investments’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Placemark Investments’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
2014
Q4 		$1.6M Buy
16,113
+57
+0.4% +$5.71K 0.03% 655
2014
Q3 		$1.61M Sell
16,056
-216
-1% -$21.9K 0.03% 642
2014
Q2 		$1.67M Sell
16,272
-220
-1% -$22.4K 0.03% 641
2014
Q1 		$1.67M Sell
16,492
-1,019
-6% -$103K 0.03% 609
2013
Q4 		$1.77M Sell
17,511
-120
-0.7% -$12.2K 0.03% 613
2013
Q3 		$1.78M Buy
+17,631
New +$1.78M 0.03% 566

Other funds holding STIP

F
FutureAdvisor San Francisco, California $617M AUM 6.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Placemark Investments's STIP Position: Q4 2014 in Review

Placemark Investments increased its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 0.36% in Q4 2014, buying an estimated $5.71K and bringing the position to 16,113 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #655.

Placemark Investments first reported a position in STIP in Q3 2013 and has held it in 6 quarters since. The position peaked at $1.78M in Q3 2013. 69 funds tracked by Wall St. Rank hold STIP as of Q4 2014.

  • Placemark Investments held 16,113 shares of iShares 0-5 Year TIPS Bond ETF worth $1.6M as of Q4 2014.
  • Placemark Investments bought 57 iShares 0-5 Year TIPS Bond ETF shares in Q4 2014, an estimated $5.71K.
  • iShares 0-5 Year TIPS Bond ETF made up 0.03% of Placemark Investments's portfolio in Q4 2014, its #655 holding.
  • Placemark Investments first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2013 and has held it in 6 quarters since.
  • Placemark Investments's iShares 0-5 Year TIPS Bond ETF position peaked at $1.78M in Q3 2013.
  • 69 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.