SIM
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SSI Investment Management’s iShares TIPS Bond ETF TIP Stock Holding History

SSI Investment Management’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
Q4 		– Sell
-1,866
Closed -$210K – 396
2014
Q3 		$210K Buy
+1,866
New +$213K 0.02% 358
2013
Q4 		– Sell
-1,869
Closed -$211K – 430
2013
Q3 		$211K Hold
1,869
– – 0.02% 369
2013
Q2 		$210K Buy
+1,869
New +$221K 0.02% 373

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SSI Investment Management's TIP Position: Q4 2014 in Review

SSI Investment Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2014, closing a stake of 1,866 shares — an estimated $210K sold.

SSI Investment Management first reported a position in TIP in Q2 2013 and held it in 3 quarters. The position peaked at $211K in Q3 2013. 508 funds tracked by Wall St. Rank hold TIP as of Q4 2014.

  • SSI Investment Management reported no remaining iShares TIPS Bond ETF position as of Q4 2014 after selling out during the quarter.
  • SSI Investment Management sold 1,866 iShares TIPS Bond ETF shares in Q4 2014, an estimated $210K.
  • SSI Investment Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 3 quarters.
  • SSI Investment Management's iShares TIPS Bond ETF position peaked at $211K in Q3 2013.
  • 508 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2014.

Based on SSI Investment Management's 13F filing for Q4 2014, filed 11 Feb 2015.