Rockefeller Financial Services’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$570K	Hold	5,710	–	–	0.01%	275
2017 Q3	$573K	Hold	5,710	–	–	0.01%	256
2017 Q2	$573K	Hold	5,710	–	–	0.01%	224
2017 Q1	$579K	Hold	5,710	–	–	0.01%	231
2016 Q4	$575K	Hold	5,710	–	–	0.01%	235
2016 Q3	$577K	Hold	5,710	–	–	0.01%	230
2016 Q2	$580K	Hold	5,710	–	–	0.01%	237
2016 Q1	$575K	Hold	5,710	–	–	0.01%	233
2015 Q4	$565K	Hold	5,710	–	–	0.01%	240
2015 Q3	$567K	Hold	5,710	–	–	0.01%	230
2015 Q2	$571K	Hold	5,710	–	–	0.01%	231
2015 Q1	$567K	Hold	5,710	–	–	0.01%	232
2014 Q4	$565K	Hold	5,710	–	–	0.01%	230
2014 Q3	$574K	Buy	+5,710	New	+$580K	0.01%	238
2014 Q2	–	Sell	-5,710	Closed	-$578K	–	644
2014 Q1	$578K	Hold	5,710	–	–	0.01%	245
2013 Q4	$577K	Buy	+5,710	New	+$578K	0.01%	257

Other funds holding STIP

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Lee Financial Dallas, Texas $783M AUM 23.98% 1-Year Est. Return

Rockefeller Financial Services's STIP Position: Q4 2017 in Review

Rockefeller Financial Services held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q4 2017 at 5,710 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #275.

Rockefeller Financial Services first reported a position in STIP in Q4 2013 and has held it in 16 quarters since. The position peaked at $580K in Q2 2016. 146 funds tracked by Wall St. Rank hold STIP as of Q4 2017.

Rockefeller Financial Services held 5,710 shares of iShares 0-5 Year TIPS Bond ETF worth $570K as of Q4 2017.
Rockefeller Financial Services left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q4 2017.
iShares 0-5 Year TIPS Bond ETF made up 0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #275 holding.
Rockefeller Financial Services first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2013 and has held it in 16 quarters since.
Rockefeller Financial Services's iShares 0-5 Year TIPS Bond ETF position peaked at $580K in Q2 2016.
146 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.