SFPM
ITIP

Sensible Financial Planning & Management’s ISHARES TR INTL INFLATION LKD BD ETF ITIP Stock Holding History

Sensible Financial Planning & Management’s Portfolio ITIP Stock Details ITIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-824
Closed -$38K – 77
2014
Q3 		$38K Buy
+824
New +$39.8K 0.03% 41

Other funds holding ITIP

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAS
Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sensible Financial Planning & Management's ITIP Position: Q4 2014 in Review

Sensible Financial Planning & Management sold out of ISHARES TR INTL INFLATION LKD BD ETF (ITIP) in Q4 2014, closing a stake of 824 shares — an estimated $38K sold.

Sensible Financial Planning & Management first reported a position in ITIP in Q3 2014 and held it in 1 quarter. The position peaked at $38K in Q3 2014. 29 funds tracked by Wall St. Rank hold ITIP as of Q4 2014.

  • Sensible Financial Planning & Management reported no remaining ISHARES TR INTL INFLATION LKD BD ETF position as of Q4 2014 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 824 ISHARES TR INTL INFLATION LKD BD ETF shares in Q4 2014, an estimated $38K.
  • Sensible Financial Planning & Management first reported a position in ISHARES TR INTL INFLATION LKD BD ETF in Q3 2014 and held it in 1 quarter.
  • Sensible Financial Planning & Management's ISHARES TR INTL INFLATION LKD BD ETF position peaked at $38K in Q3 2014.
  • 29 funds tracked by Wall St. Rank held ISHARES TR INTL INFLATION LKD BD ETF as of Q4 2014.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2014, filed 13 Feb 2015.