SC
TIP icon

Searle & Co’s iShares TIPS Bond ETF TIP Stock Holding History

Searle & Co’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
2015
Q3 		– Sell
-200
Closed -$22K – 240
2015
Q2 		$22K Hold
200
– – 0.02% 229
2015
Q1 		$22K Hold
200
– – 0.02% 233
2014
Q4 		$22K Buy
+200
New +$22.6K 0.02% 255

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Searle & Co's TIP Position: Q3 2015 in Review

Searle & Co sold out of iShares TIPS Bond ETF (TIP) in Q3 2015, closing a stake of 200 shares — an estimated $22K sold.

Searle & Co first reported a position in TIP in Q4 2014 and held it in 3 quarters. The position peaked at $22K in Q2 2015. 511 funds tracked by Wall St. Rank hold TIP as of Q3 2015.

  • Searle & Co reported no remaining iShares TIPS Bond ETF position as of Q3 2015 after selling out during the quarter.
  • Searle & Co sold 200 iShares TIPS Bond ETF shares in Q3 2015, an estimated $22K.
  • Searle & Co first reported a position in iShares TIPS Bond ETF in Q4 2014 and held it in 3 quarters.
  • Searle & Co's iShares TIPS Bond ETF position peaked at $22K in Q2 2015.
  • 511 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2015.

Based on Searle & Co's 13F filing for Q3 2015, filed 12 Nov 2015.