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

Sugarloaf Wealth 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
2020
Q3 		– Sell
-1
Closed – – 726
2020
Q2 		$0 Hold
1
– – ﹤0.01% 730
2020
Q1 		$0 Sell
1
-1
-50% -$53 ﹤0.01% 745
2019
Q4 		$0 Buy
+2
New +$109 ﹤0.01% 710

Other funds holding WIP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Sugarloaf Wealth Management's WIP Position: Q3 2020 in Review

Sugarloaf Wealth Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q3 2020, closing a stake of 1 share.

Sugarloaf Wealth Management first reported a position in WIP in Q4 2019 and held it in 3 quarters. The position peaked at $0 in Q2 2020. 85 funds tracked by Wall St. Rank hold WIP as of Q3 2020.

  • Sugarloaf Wealth Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1 State Street SPDR FTSE International Government Inflation-Protected Bond ETF share in Q3 2020.
  • Sugarloaf Wealth Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2019 and held it in 3 quarters.
  • Sugarloaf Wealth Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $0 in Q2 2020.
  • 85 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q3 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.