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Tactical Allocation Group’s iShares TIPS Bond ETF TIP Stock Holding History

Tactical Allocation 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
2014
Q4 		– Sell
-30,704
Closed -$3.44M – 24
2014
Q3 		$3.44M Sell
30,704
-1,651
-5% -$189K 1.86% 12
2014
Q2 		$3.73M Buy
+32,355
New +$3.68M 1.62% 13

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tactical Allocation Group's TIP Position: Q4 2014 in Review

Tactical Allocation Group sold out of iShares TIPS Bond ETF (TIP) in Q4 2014, closing a stake of 30,704 shares — an estimated $3.44M sold.

Tactical Allocation Group first reported a position in TIP in Q2 2014 and held it in 2 quarters. The position peaked at $3.73M in Q2 2014. 508 funds tracked by Wall St. Rank hold TIP as of Q4 2014.

  • Tactical Allocation Group reported no remaining iShares TIPS Bond ETF position as of Q4 2014 after selling out during the quarter.
  • Tactical Allocation Group sold 30,704 iShares TIPS Bond ETF shares in Q4 2014, an estimated $3.44M.
  • Tactical Allocation Group first reported a position in iShares TIPS Bond ETF in Q2 2014 and held it in 2 quarters.
  • Tactical Allocation Group's iShares TIPS Bond ETF position peaked at $3.73M in Q2 2014.
  • 508 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2014.

Based on Tactical Allocation Group's 13F filing for Q4 2014, filed 3 Feb 2015.