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Stanford Investment Group’s iShares TIPS Bond ETF TIP Stock Holding History

Stanford Investment Group’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
2017
Q1 		– Sell
-200
Closed -$23K – 258
2016
Q4 		$23K Sell
200
-106
-35% -$12.1K 0.01% 237
2016
Q3 		$36K Hold
306
– – 0.02% 188
2016
Q2 		$36K Buy
306
+106
+53% +$12.2K 0.02% 178
2016
Q1 		$23K Buy
+200
New +$22.3K 0.01% 227

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stanford Investment Group's TIP Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares TIPS Bond ETF (TIP) in Q1 2017, closing a stake of 200 shares — an estimated $23K sold.

Stanford Investment Group first reported a position in TIP in Q1 2016 and held it in 4 quarters. The position peaked at $36K in Q3 2016. 668 funds tracked by Wall St. Rank hold TIP as of Q1 2017.

  • Stanford Investment Group reported no remaining iShares TIPS Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 200 iShares TIPS Bond ETF shares in Q1 2017, an estimated $23K.
  • Stanford Investment Group first reported a position in iShares TIPS Bond ETF in Q1 2016 and held it in 4 quarters.
  • Stanford Investment Group's iShares TIPS Bond ETF position peaked at $36K in Q3 2016.
  • 668 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.