TD Ameritrade Trust’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

TD Ameritrade Trust’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
2014 Q4	–	Sell	-66,978	Closed	-$3.93M	–	53
2014 Q3	$3.93M	Buy	66,978 +2,312	+4%	+$142K	1.1%	25
2014 Q2	$4.01M	Buy	64,666 +923	+1%	+$56.4K	1.16%	25
2014 Q1	$3.83M	Buy	63,743 +536	+0.8%	+$31.5K	1.16%	26
2013 Q4	$3.7M	Buy	63,207 +594	+0.9%	+$35.3K	1.12%	24
2013 Q3	$3.73M	Sell	62,613 -32,225	-34%	-$1.88M	1.22%	25
2013 Q2	$5.46M	Buy	+94,838	New	+$5.83M	1.68%	20

Other funds holding WIP

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PFA

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

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Ameritrade Trust's WIP Position: Q4 2014 in Review

TD Ameritrade Trust sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2014, closing a stake of 66,978 shares — an estimated $3.93M sold.

TD Ameritrade Trust first reported a position in WIP in Q2 2013 and held it in 6 quarters. The position peaked at $5.46M in Q2 2013. 117 funds tracked by Wall St. Rank hold WIP as of Q4 2014.

TD Ameritrade Trust reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2014 after selling out during the quarter.
TD Ameritrade Trust sold 66,978 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2014, an estimated $3.93M.
TD Ameritrade Trust first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 6 quarters.
TD Ameritrade Trust's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $5.46M in Q2 2013.
117 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2014.

Based on TD Ameritrade Trust's 13F filing for Q4 2014, filed 14 Jan 2015.