SCM
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SCS Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

SCS Capital Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,000
Closed -$224K – 22
2014
Q3 		$224K Hold
2,000
– – 0.01% 18
2014
Q2 		$231K Sell
2,000
-500
-20% -$56.9K 0.01% 19
2014
Q1 		$280K Sell
2,500
-183
-7% -$20.5K 0.02% 15
2013
Q4 		$295K Sell
2,683
-19,802
-88% -$2.21M 0.03% 17
2013
Q3 		$2.53M Buy
+22,485
New +$2.51M 0.24% 14

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

SCS Capital Management's TIP Position: Q4 2014 in Review

SCS Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2014, closing a stake of 2,000 shares — an estimated $224K sold.

SCS Capital Management first reported a position in TIP in Q3 2013 and held it in 5 quarters. The position peaked at $2.53M in Q3 2013. 510 funds tracked by Wall St. Rank hold TIP as of Q4 2014.

  • SCS Capital Management reported no remaining iShares TIPS Bond ETF position as of Q4 2014 after selling out during the quarter.
  • SCS Capital Management sold 2,000 iShares TIPS Bond ETF shares in Q4 2014, an estimated $224K.
  • SCS Capital Management first reported a position in iShares TIPS Bond ETF in Q3 2013 and held it in 5 quarters.
  • SCS Capital Management's iShares TIPS Bond ETF position peaked at $2.53M in Q3 2013.
  • 510 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2014.

Based on SCS Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.