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Sequoia Financial Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Sequoia Financial Advisors’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
2014
Q1 		– Sell
-4,191
Closed -$245K – 165
2013
Q4 		$245K Buy
+4,191
New +$249K 0.2% 115

Other funds holding WIP

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SONJCPFB
State of New Jersey Common Pension Fund B Trenton, New Jersey $21.4M AUM 3.38% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

Sequoia Financial Advisors's WIP Position: Q1 2014 in Review

Sequoia Financial Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2014, closing a stake of 4,191 shares — an estimated $245K sold.

Sequoia Financial Advisors first reported a position in WIP in Q4 2013 and held it in 1 quarter. The position peaked at $245K in Q4 2013. 106 funds tracked by Wall St. Rank hold WIP as of Q1 2014.

  • Sequoia Financial Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,191 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2014, an estimated $245K.
  • Sequoia Financial Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2013 and held it in 1 quarter.
  • Sequoia Financial Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $245K in Q4 2013.
  • 106 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2014.

Based on Sequoia Financial Advisors's 13F filing for Q1 2014, filed 15 May 2014.