San Francisco Sentry Investment Group’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

San Francisco Sentry Investment Group’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
2021 Q2	–	Sell	-609	Closed	-$34K	–	744
2021 Q1	$34K	Hold	609	–	–	0.01%	430
2020 Q4	$36K	Buy	+609	New	+$34.1K	0.02%	396

Other funds holding WIP

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

San Francisco Sentry Investment Group's WIP Position: Q2 2021 in Review

San Francisco Sentry Investment Group sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2021, closing a stake of 609 shares — an estimated $34K sold.

San Francisco Sentry Investment Group first reported a position in WIP in Q4 2020 and held it in 2 quarters. The position peaked at $36K in Q4 2020. 99 funds tracked by Wall St. Rank hold WIP as of Q2 2021.

San Francisco Sentry Investment Group reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2021 after selling out during the quarter.
San Francisco Sentry Investment Group sold 609 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2021, an estimated $34K.
San Francisco Sentry Investment Group first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2020 and held it in 2 quarters.
San Francisco Sentry Investment Group's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $36K in Q4 2020.
99 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.