Rampart Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

Rampart Investment Management’s Portfolio TIP Stock Details TIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-16,699	Closed	-$2.11M	–	331
2020 Q3	$2.11M	Sell	16,699 -1,869	-10%	-$235K	1.33%	14
2020 Q2	$2.28M	Buy	+18,568	New	+$2.26M	0.38%	74
2020 Q1	–	Sell	-24,599	Closed	-$2.87M	–	539
2019 Q4	$2.87M	Buy	+24,599	New	+$2.86M	0.35%	81
2018 Q4	–	Sell	-37,821	Closed	-$4.18K	–	529
2018 Q3	$4.18K	Sell	37,821 -2,058	-5%	-$230K	﹤0.01%	471
2018 Q2	$4.5M	Sell	39,879 -3,202	-7%	-$359K	0.44%	58
2018 Q1	$4.87M	Buy	+43,081	New	+$4.85M	0.47%	58

Other funds holding TIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rampart Investment Management's TIP Position: Q4 2020 in Review

Rampart Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2020, closing a stake of 16,699 shares — an estimated $2.11M sold.

Rampart Investment Management first reported a position in TIP in Q1 2018 and held it in 6 quarters. The position peaked at $4.87M in Q1 2018. 1,057 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

Rampart Investment Management reported no remaining iShares TIPS Bond ETF position as of Q4 2020 after selling out during the quarter.
Rampart Investment Management sold 16,699 iShares TIPS Bond ETF shares in Q4 2020, an estimated $2.11M.
Rampart Investment Management first reported a position in iShares TIPS Bond ETF in Q1 2018 and held it in 6 quarters.
Rampart Investment Management's iShares TIPS Bond ETF position peaked at $4.87M in Q1 2018.
1,057 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.