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Shepherd Kaplan Krochuk’s iShares TIPS Bond ETF TIP Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q1 		– Sell
-2,332
Closed -$256K – 640
2013
Q4 		$256K Buy
+2,332
New +$260K 0.03% 373
2013
Q3 		– Sell
-3,078
Closed -$345K – 649
2013
Q2 		$345K Buy
+3,078
New +$364K 0.07% 257

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Shepherd Kaplan Krochuk's TIP Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of iShares TIPS Bond ETF (TIP) in Q1 2014, closing a stake of 2,332 shares — an estimated $256K sold.

Shepherd Kaplan Krochuk first reported a position in TIP in Q2 2013 and held it in 2 quarters. The position peaked at $345K in Q2 2013. 464 funds tracked by Wall St. Rank hold TIP as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining iShares TIPS Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 2,332 iShares TIPS Bond ETF shares in Q1 2014, an estimated $256K.
  • Shepherd Kaplan Krochuk first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's iShares TIPS Bond ETF position peaked at $345K in Q2 2013.
  • 464 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.