RFM
WIP icon

Royal Fund Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Royal Fund Management’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
-34
Closed -$1K – 482
2016
Q4 		$1K Buy
+34
New +$1.83K ﹤0.01% 379

Other funds holding WIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
State Street
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
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

Royal Fund Management's WIP Position: Q1 2017 in Review

Royal Fund Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2017, closing a stake of 34 shares — an estimated $1K sold.

Royal Fund Management first reported a position in WIP in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 79 funds tracked by Wall St. Rank hold WIP as of Q1 2017.

  • Royal Fund Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Royal Fund Management sold 34 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2017, an estimated $1K.
  • Royal Fund Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2016 and held it in 1 quarter.
  • Royal Fund Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1K in Q4 2016.
  • 79 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2017.

Based on Royal Fund Management's 13F filing for Q1 2017, filed 7 May 2020.