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

Simplicity Solutions’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
2019
Q1 		– Sell
-6,347
Closed -$331K – 808
2018
Q4 		$331K Buy
+6,347
New +$332K 0.04% 417

Other funds holding WIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
SCM
Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

Simplicity Solutions's WIP Position: Q1 2019 in Review

Simplicity Solutions sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2019, closing a stake of 6,347 shares — an estimated $331K sold.

Simplicity Solutions first reported a position in WIP in Q4 2018 and held it in 1 quarter. The position peaked at $331K in Q4 2018. 91 funds tracked by Wall St. Rank hold WIP as of Q1 2019.

  • Simplicity Solutions reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 6,347 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2019, an estimated $331K.
  • Simplicity Solutions first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $331K in Q4 2018.
  • 91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.