Ropes Wealth Advisors’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Ropes Wealth Advisors’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	-263	Closed	-$13K	–	544
2018 Q3	$13K	Buy	+263	New	+$12.8K	﹤0.01%	441
2016 Q3	–	Sell	-125	Closed	-$6K	–	504
2016 Q2	$6K	Buy	+125	New	+$6.14K	﹤0.01%	390

Other funds holding VTIP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ropes Wealth Advisors's VTIP Position: Q4 2018 in Review

Ropes Wealth Advisors sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2018, closing a stake of 263 shares — an estimated $13K sold.

Ropes Wealth Advisors first reported a position in VTIP in Q2 2016 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 312 funds tracked by Wall St. Rank hold VTIP as of Q4 2018.

Ropes Wealth Advisors reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 263 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2018, an estimated $13K.
Ropes Wealth Advisors first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2016 and held it in 2 quarters.
Ropes Wealth Advisors's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $13K in Q3 2018.
312 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2018.

Based on Ropes Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.