Ruggie Capital Group’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Ruggie Capital Group’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-22,897	Closed	-$448K	–	268
2019 Q2	$448K	Buy	22,897 +14,028	+158%	+$272K	0.76%	23
2019 Q1	$172K	Sell	8,869 -22,437	-72%	-$428K	0.2%	71
2018 Q4	$591K	Sell	31,306 -41,234	-57%	-$777K	0.26%	79
2018 Q3	$1.38M	Buy	72,540 +20,522	+39%	+$392K	0.92%	24
2018 Q2	$1M	Buy	+52,018	New	+$997K	0.51%	40

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

AWM

Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Ruggie Capital Group's TIPX Position: Q3 2019 in Review

Ruggie Capital Group sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q3 2019, closing a stake of 22,897 shares — an estimated $448K sold.

Ruggie Capital Group first reported a position in TIPX in Q2 2018 and held it in 5 quarters. The position peaked at $1.38M in Q3 2018. 37 funds tracked by Wall St. Rank hold TIPX as of Q3 2019.

Ruggie Capital Group reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q3 2019 after selling out during the quarter.
Ruggie Capital Group sold 22,897 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q3 2019, an estimated $448K.
Ruggie Capital Group first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2018 and held it in 5 quarters.
Ruggie Capital Group's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $1.38M in Q3 2018.
37 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.