Summit Trail Advisors’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Summit Trail 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
2018 Q3	–	Sell	-352	Closed	-$10K	–	425
2018 Q2	$10K	Buy	+352	New	+$9.71K	﹤0.01%	432

Other funds holding SPIP

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

CSIA

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Summit Trail Advisors's SPIP Position: Q3 2018 in Review

Summit Trail Advisors sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q3 2018, closing a stake of 352 shares — an estimated $10K sold.

Summit Trail Advisors first reported a position in SPIP in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 117 funds tracked by Wall St. Rank hold SPIP as of Q3 2018.

Summit Trail Advisors reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q3 2018 after selling out during the quarter.
Summit Trail Advisors sold 352 State Street SPDR Portfolio TIPS ETF shares in Q3 2018, an estimated $10K.
Summit Trail Advisors first reported a position in State Street SPDR Portfolio TIPS ETF in Q2 2018 and held it in 1 quarter.
Summit Trail Advisors's State Street SPDR Portfolio TIPS ETF position peaked at $10K in Q2 2018.
117 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.