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Twin Capital Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Twin Capital Management’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-112,640
Closed -$5.53M – 360
2016
Q1 		$5.53M Sell
112,640
-1,990
-2% -$96.5K 0.43% 66
2015
Q4 		$5.54M Buy
114,630
+13,400
+13% +$648K 0.45% 63
2015
Q3 		$4.9M Sell
101,230
-4,100
-4% -$199K 0.46% 64
2015
Q2 		$5.13M Sell
105,330
-16,710
-14% -$813K 0.46% 66
2015
Q1 		$5.91M Buy
122,040
+5,820
+5% +$282K 0.52% 57
2014
Q4 		$5.61M Buy
116,220
+28,690
+33% +$1.41M 0.54% 54
2014
Q3 		$4.32M Buy
87,530
+1,760
+2% +$87.7K 0.44% 70
2014
Q2 		$4.3M Sell
85,770
-16,220
-16% -$807K 0.43% 64
2014
Q1 		$5.03M Buy
101,990
+1,960
+2% +$96.9K 0.53% 45
2013
Q4 		$4.93M Buy
100,030
+6,100
+6% +$302K 0.53% 48
2013
Q3 		$4.64M Buy
+93,930
New +$4.63M 0.5% 47

Other funds holding VTIP

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Twin Capital Management's VTIP Position: Q2 2016 in Review

Twin Capital Management sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q2 2016, closing a stake of 112,640 shares — an estimated $5.53M sold.

Twin Capital Management first reported a position in VTIP in Q3 2013 and held it in 11 quarters. The position peaked at $5.91M in Q1 2015. 154 funds tracked by Wall St. Rank hold VTIP as of Q2 2016.

  • Twin Capital Management reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q2 2016 after selling out during the quarter.
  • Twin Capital Management sold 112,640 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2016, an estimated $5.53M.
  • Twin Capital Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2013 and held it in 11 quarters.
  • Twin Capital Management's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $5.91M in Q1 2015.
  • 154 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2016.

Based on Twin Capital Management's 13F filing for Q2 2016, filed 8 Aug 2016.