United Asset Strategies’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

United Asset Strategies’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-2,224	Closed	-$235K	–	130
2014 Q1	$235K	Buy	+2,224	New	+$43.3K	0.13%	96

Other funds holding TIPX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

United Asset Strategies's TIPX Position: Q2 2014 in Review

United Asset Strategies sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2014, closing a stake of 2,224 shares — an estimated $235K sold.

United Asset Strategies first reported a position in TIPX in Q1 2014 and held it in 1 quarter. The position peaked at $235K in Q1 2014. 6 funds tracked by Wall St. Rank hold TIPX as of Q2 2014.

United Asset Strategies reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q2 2014 after selling out during the quarter.
United Asset Strategies sold 2,224 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q2 2014, an estimated $235K.
United Asset Strategies first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q1 2014 and held it in 1 quarter.
United Asset Strategies's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $235K in Q1 2014.
6 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2014.

Based on United Asset Strategies's 13F filing for Q2 2014, filed 14 Aug 2014.