SII Investments’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

SII Investments’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	-6,153	Closed	-$361K	–	444
2013 Q4	$361K	Buy	+6,153	New	+$365K	0.06%	290
2013 Q3	–	Sell	-29,061	Closed	-$1.67M	–	392
2013 Q2	$1.67M	Buy	+29,061	New	+$1.79M	0.36%	74

Other funds holding WIP

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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 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

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

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

SII Investments's WIP Position: Q1 2014 in Review

SII Investments sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2014, closing a stake of 6,153 shares — an estimated $361K sold.

SII Investments first reported a position in WIP in Q2 2013 and held it in 2 quarters. The position peaked at $1.67M in Q2 2013. 106 funds tracked by Wall St. Rank hold WIP as of Q1 2014.

SII Investments reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2014 after selling out during the quarter.
SII Investments sold 6,153 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2014, an estimated $361K.
SII Investments first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 2 quarters.
SII Investments's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.67M in Q2 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 SII Investments's 13F filing for Q1 2014, filed 9 May 2014.