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Stevens First Principles Investment Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Stevens First Principles Investment Advisors’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-600
Closed -$17K – 197
2017
Q3 		$17K Hold
600
– – 0.01% 138
2017
Q2 		$17K Hold
600
– – 0.01% 134
2017
Q1 		$17K Hold
600
– – 0.01% 128
2016
Q4 		$17K Hold
600
– – 0.01% 133
2016
Q3 		$17K Hold
600
– – 0.01% 120
2016
Q2 		$17K Hold
600
– – 0.01% 110
2016
Q1 		$17K Buy
+600
New +$16.7K 0.01% 108

Other funds holding SPIP

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Stevens First Principles Investment Advisors's SPIP Position: Q4 2017 in Review

Stevens First Principles Investment Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2017, closing a stake of 600 shares — an estimated $17K sold.

Stevens First Principles Investment Advisors first reported a position in SPIP in Q1 2016 and held it in 7 quarters. The position peaked at $17K in Q3 2017. 81 funds tracked by Wall St. Rank hold SPIP as of Q4 2017.

  • Stevens First Principles Investment Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2017 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 600 State Street SPDR Portfolio TIPS ETF shares in Q4 2017, an estimated $17K.
  • Stevens First Principles Investment Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2016 and held it in 7 quarters.
  • Stevens First Principles Investment Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $17K in Q3 2017.
  • 81 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.