Sonora Investment Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Sonora Investment Management’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 Q4	–	Sell	-250	Closed	-$14K	–	1741
2019 Q3	$14K	Hold	250	–	–	﹤0.01%	1027
2019 Q2	$14K	Buy	+250	New	+$13.5K	﹤0.01%	1017

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Sonora Investment Management's WIP Position: Q4 2019 in Review

Sonora Investment Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2019, closing a stake of 250 shares — an estimated $14K sold.

Sonora Investment Management first reported a position in WIP in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 94 funds tracked by Wall St. Rank hold WIP as of Q4 2019.

Sonora Investment Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2019 after selling out during the quarter.
Sonora Investment Management sold 250 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2019, an estimated $14K.
Sonora Investment Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2019 and held it in 2 quarters.
Sonora Investment Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $14K in Q3 2019.
94 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.