Sensible Financial Planning & Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Sensible Financial Planning & Management’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
2016 Q4	–	Sell	-480	Closed	-$27K	–	75
2016 Q3	$27K	Hold	480	–	–	0.02%	44
2016 Q2	$26K	Hold	480	–	–	0.02%	44
2016 Q1	$26K	Sell	480 -42	-8%	-$2.15K	0.02%	44
2015 Q4	$26K	Sell	522 -814	-61%	-$42.5K	0.02%	50
2015 Q3	$70K	Sell	1,336 -1,114	-45%	-$59.3K	0.05%	41
2015 Q2	$135K	Sell	2,450 -1,491	-38%	-$82.7K	0.11%	34
2015 Q1	$215K	Sell	3,941 -4,779	-55%	-$265K	0.2%	33
2014 Q4	$497K	Sell	8,720 -853	-9%	-$49.9K	0.51%	24
2014 Q3	$147K	Buy	+9,573	New	+$587K	0.13%	33

Other funds holding WIP

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFWA

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Sensible Financial Planning & Management's WIP Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2016, closing a stake of 480 shares — an estimated $27K sold.

Sensible Financial Planning & Management first reported a position in WIP in Q3 2014 and held it in 9 quarters. The position peaked at $497K in Q4 2014. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

Sensible Financial Planning & Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 480 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $27K.
Sensible Financial Planning & Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2014 and held it in 9 quarters.
Sensible Financial Planning & Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $497K in Q4 2014.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.