STALEY CAPITAL ADVISERS’s iShares TIPS Bond ETF TIP Stock Holding History

STALEY CAPITAL ADVISERS’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
2019 Q3	–	Sell	-2,000	Closed	-$231K	–	178
2019 Q2	$231K	Hold	2,000	–	–	0.02%	156
2019 Q1	$226K	Hold	2,000	–	–	0.02%	148
2018 Q4	$219K	Hold	2,000	–	–	0.02%	147
2018 Q3	$221K	Hold	2,000	–	–	0.02%	153
2018 Q2	$226K	Hold	2,000	–	–	0.02%	152
2018 Q1	$226K	Hold	2,000	–	–	0.02%	139
2017 Q4	$228K	Hold	2,000	–	–	0.02%	146
2017 Q3	$227K	Hold	2,000	–	–	0.02%	150
2017 Q2	$227K	Hold	2,000	–	–	0.02%	150
2017 Q1	$229K	Sell	2,000 -44	-2%	-$5.01K	0.02%	124
2016 Q4	$231K	Buy	2,044 +9	+0.4%	+$1.03K	0.02%	118
2016 Q3	$237K	Buy	2,035 +35	+2%	+$4.06K	0.02%	113
2016 Q2	$233K	Hold	2,000	–	–	0.02%	116
2016 Q1	$229K	Hold	2,000	–	–	0.02%	115
2015 Q4	$219K	Hold	2,000	–	–	0.03%	110
2015 Q3	$221K	Hold	2,000	–	–	0.03%	116
2015 Q2	$224K	Hold	2,000	–	–	0.03%	119
2015 Q1	$227K	Buy	+2,000	New	+$227K	0.03%	116
2014 Q4	–	Sell	-2,000	Closed	-$224K	–	139
2014 Q3	$224K	Hold	2,000	–	–	0.03%	118
2014 Q2	$231K	Hold	2,000	–	–	0.03%	115
2014 Q1	$224K	Hold	2,000	–	–	0.03%	118
2013 Q4	$220K	Hold	2,000	–	–	0.03%	116
2013 Q3	$225K	Hold	2,000	–	–	0.03%	104
2013 Q2	$224K	Buy	+2,000	New	+$237K	0.04%	97

Other funds holding TIP

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

STALEY CAPITAL ADVISERS's TIP Position: Q3 2019 in Review

STALEY CAPITAL ADVISERS sold out of iShares TIPS Bond ETF (TIP) in Q3 2019, closing a stake of 2,000 shares — an estimated $231K sold.

STALEY CAPITAL ADVISERS first reported a position in TIP in Q2 2013 and held it in 24 quarters. The position peaked at $237K in Q3 2016. 805 funds tracked by Wall St. Rank hold TIP as of Q3 2019.

STALEY CAPITAL ADVISERS reported no remaining iShares TIPS Bond ETF position as of Q3 2019 after selling out during the quarter.
STALEY CAPITAL ADVISERS sold 2,000 iShares TIPS Bond ETF shares in Q3 2019, an estimated $231K.
STALEY CAPITAL ADVISERS first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 24 quarters.
STALEY CAPITAL ADVISERS's iShares TIPS Bond ETF position peaked at $237K in Q3 2016.
805 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2019.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q3 2019, filed 8 Nov 2019.