Roof Eidam Maycock Peralta (REMP)’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,595	Closed	-$512K	–	101
2018 Q3	$512K	Hold	10,595	–	–	0.23%	67
2018 Q2	$518K	Buy	10,595 +2,470	+30%	+$121K	0.24%	64
2018 Q1	$397K	Sell	8,125 -8,440	-51%	-$411K	0.19%	72
2017 Q4	$809K	Hold	16,565	–	–	0.39%	54
2017 Q3	$819K	Sell	16,565 -38,435	-70%	-$1.9M	0.42%	55
2017 Q2	$2.71M	Sell	55,000 -90,720	-62%	-$4.48M	1.39%	17
2017 Q1	$7.21M	Buy	+145,720	New	+$7.19M	3.71%	9
2015 Q1	–	Sell	-53,395	Closed	-$2.58M	–	98
2014 Q4	$2.58M	Buy	+53,395	New	+$2.63M	2.17%	10

Other funds holding VTIP

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

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

Roof Eidam Maycock Peralta (REMP)'s VTIP Position: Q4 2018 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2018, closing a stake of 10,595 shares — an estimated $512K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in VTIP in Q4 2014 and held it in 8 quarters. The position peaked at $7.21M in Q1 2017. 312 funds tracked by Wall St. Rank hold VTIP as of Q4 2018.

Roof Eidam Maycock Peralta (REMP) reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2018 after selling out during the quarter.
Roof Eidam Maycock Peralta (REMP) sold 10,595 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2018, an estimated $512K.
Roof Eidam Maycock Peralta (REMP) first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2014 and held it in 8 quarters.
Roof Eidam Maycock Peralta (REMP)'s Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $7.21M in Q1 2017.
312 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2018.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q4 2018, filed 11 Feb 2019.