Private Capital Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Private Capital Group’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,824	Closed	-$19	–	2188
2017 Q4	$19	Buy	+1,824	New	+$35.5K	﹤0.01%	1094

Other funds holding TIPX

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

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Private Capital Group's TIPX Position: Q1 2018 in Review

Private Capital Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2018, closing a stake of 1,824 shares — an estimated $19 sold.

Private Capital Group first reported a position in TIPX in Q4 2017 and held it in 1 quarter. The position peaked at $19 in Q4 2017. 23 funds tracked by Wall St. Rank hold TIPX as of Q1 2018.

Private Capital Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2018 after selling out during the quarter.
Private Capital Group sold 1,824 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2018, an estimated $19.
Private Capital Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2017 and held it in 1 quarter.
Private Capital Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $19 in Q4 2017.
23 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2018.

Based on Private Capital Group's 13F filing for Q1 2018, filed 16 May 2018.