Placemark Investments’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Placemark Investments’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
2014 Q4	$1.39M	Buy	24,374 +5,569	+30%	+$326K	0.02%	722
2014 Q3	$1.11M	Buy	18,805 +6,558	+54%	+$402K	0.02%	815
2014 Q2	$760K	Buy	12,247 +1,938	+19%	+$118K	0.01%	991
2014 Q1	$619K	Buy	10,309 +5,205	+102%	+$305K	0.01%	1033
2013 Q4	$299K	Buy	+5,104	New	+$303K	﹤0.01%	1357

Other funds holding WIP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Placemark Investments's WIP Position: Q4 2014 in Review

Placemark Investments increased its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 30% in Q4 2014, buying an estimated $326K and bringing the position to 24,374 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #722.

Placemark Investments first reported a position in WIP in Q4 2013 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold WIP as of Q4 2014.

Placemark Investments held 24,374 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $1.39M as of Q4 2014.
Placemark Investments bought 5,569 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2014, an estimated $326K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #722 holding.
Placemark Investments first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2014.

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