Risk Paradigm Group’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Risk Paradigm Group’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	-1,205	Closed	-$62.7K	–	266
2016 Q4	$62.7K	Sell	1,205 -8,905	-88%	-$479K	0.07%	148
2016 Q3	$576K	Sell	10,110 -2,295	-19%	-$128K	0.43%	64
2016 Q2	$681K	Sell	12,405 -7,840	-39%	-$424K	0.92%	47
2016 Q1	$1.1M	Buy	+20,245	New	+$1.04M	1.4%	33
2015 Q3	–	Sell	-50,555	Closed	-$2.78M	–	491
2015 Q2	$2.78M	Buy	+50,555	New	+$2.8M	2.65%	8

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

Risk Paradigm Group's WIP Position: Q1 2017 in Review

Risk Paradigm Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2017, closing a stake of 1,205 shares — an estimated $62.7K sold.

Risk Paradigm Group first reported a position in WIP in Q2 2015 and held it in 5 quarters. The position peaked at $2.78M in Q2 2015. 79 funds tracked by Wall St. Rank hold WIP as of Q1 2017.

Risk Paradigm Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2017 after selling out during the quarter.
Risk Paradigm Group sold 1,205 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2017, an estimated $62.7K.
Risk Paradigm Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2015 and held it in 5 quarters.
Risk Paradigm Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $2.78M in Q2 2015.
79 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2017.

Based on Risk Paradigm Group's 13F filing for Q1 2017, filed 12 May 2017.