Sensible Financial Planning & Management’s iShares International Developed Property ETF WPS Stock Holding History

Sensible Financial Planning & Management’s Portfolio WPS Stock Details WPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,979	Closed	-$113K	–	76
2016 Q3	$113K	Hold	2,979	–	–	0.08%	32
2016 Q2	$109K	Hold	2,979	–	–	0.08%	34
2016 Q1	$109K	Sell	2,979 -523	-15%	-$17.9K	0.08%	33
2015 Q4	$123K	Hold	3,502	–	–	0.09%	32
2015 Q3	$122K	Sell	3,502 -2,412	-41%	-$87.2K	0.1%	34
2015 Q2	$220K	Sell	5,914 -2,106	-26%	-$82K	0.18%	30
2015 Q1	$306K	Buy	8,020 +300	+4%	+$11.4K	0.28%	27
2014 Q4	$280K	Sell	7,720 -175	-2%	-$6.44K	0.29%	29
2014 Q3	$289K	Buy	+7,895	New	+$306K	0.25%	25

Other funds holding WPS

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

1GA

1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

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

Sensible Financial Planning & Management sold out of iShares International Developed Property ETF (WPS) in Q4 2016, closing a stake of 2,979 shares — an estimated $113K sold.

Sensible Financial Planning & Management first reported a position in WPS in Q3 2014 and held it in 9 quarters. The position peaked at $306K in Q1 2015. 41 funds tracked by Wall St. Rank hold WPS as of Q4 2016.

Sensible Financial Planning & Management reported no remaining iShares International Developed Property ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 2,979 iShares International Developed Property ETF shares in Q4 2016, an estimated $113K.
Sensible Financial Planning & Management first reported a position in iShares International Developed Property ETF in Q3 2014 and held it in 9 quarters.
Sensible Financial Planning & Management's iShares International Developed Property ETF position peaked at $306K in Q1 2015.
41 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2016.

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