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Tower Trust’s iShares TIPS Bond ETF TIP Stock Holding History

Tower Trust’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
Q1 		$332K Hold
2,962
– – 0.21% 115
2013
Q4 		$326K Hold
2,962
– – 0.2% 114
2013
Q3 		$333K Sell
2,962
-750
-20% -$83.7K 0.22% 106
2013
Q2 		$415K Buy
+3,712
New +$439K 0.3% 90

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Tower Trust's TIP Position: Q1 2014 in Review

Tower Trust held its iShares TIPS Bond ETF (TIP) position steady in Q1 2014 at 2,962 shares worth $332K. The position accounts for 0.21% of the portfolio, ranked #115.

Tower Trust first reported a position in TIP in Q2 2013 and has held it in 4 quarters since. The position peaked at $415K in Q2 2013. 464 funds tracked by Wall St. Rank hold TIP as of Q1 2014.

  • Tower Trust held 2,962 shares of iShares TIPS Bond ETF worth $332K as of Q1 2014.
  • Tower Trust left its iShares TIPS Bond ETF share count unchanged in Q1 2014.
  • iShares TIPS Bond ETF made up 0.21% of Tower Trust's portfolio in Q1 2014, its #115 holding.
  • Tower Trust first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's iShares TIPS Bond ETF position peaked at $415K in Q2 2013.
  • 464 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.