UBWV
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United Bank (West Virginia)’s iShares TIPS Bond ETF TIP Stock Holding History

United Bank (West Virginia)’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
2017
Q3 		$431K Buy
3,795
+100
+3% +$11.4K 0.17% 68
2017
Q2 		$419K Buy
3,695
+250
+7% +$28.6K 0.18% 69
2017
Q1 		$395K Hold
3,445
– – 0.17% 71
2016
Q4 		$390K Buy
+3,445
New +$393K 0.17% 68
2016
Q3 		– Sell
-1,816
Closed -$212K – 103
2016
Q2 		$212K Hold
1,816
– – 0.1% 98
2016
Q1 		$208K Buy
+1,816
New +$203K 0.1% 106
2015
Q4 		– Sell
-2,216
Closed -$245K – 105
2015
Q3 		$245K Hold
2,216
– – 0.13% 85
2015
Q2 		$248K Buy
+2,216
New +$251K 0.11% 91
2014
Q1 		– Sell
-1,930
Closed -$212K – 124
2013
Q4 		$212K Hold
1,930
– – 0.08% 113
2013
Q3 		$217K Sell
1,930
-2,000
-51% -$223K 0.09% 110
2013
Q2 		$440K Buy
+3,930
New +$465K 0.2% 53

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Bank (West Virginia)'s TIP Position: Q3 2017 in Review

United Bank (West Virginia) increased its iShares TIPS Bond ETF (TIP) stake by 2.7% in Q3 2017, buying an estimated $11.4K and bringing the position to 3,795 shares worth $431K. The position accounts for 0.17% of the portfolio, ranked #68.

United Bank (West Virginia) first reported a position in TIP in Q2 2013 and has held it in 11 quarters since. The position peaked at $440K in Q2 2013. 686 funds tracked by Wall St. Rank hold TIP as of Q3 2017.

  • United Bank (West Virginia) held 3,795 shares of iShares TIPS Bond ETF worth $431K as of Q3 2017.
  • United Bank (West Virginia) bought 100 iShares TIPS Bond ETF shares in Q3 2017, an estimated $11.4K.
  • iShares TIPS Bond ETF made up 0.17% of United Bank (West Virginia)'s portfolio in Q3 2017, its #68 holding.
  • United Bank (West Virginia) first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 11 quarters since.
  • United Bank (West Virginia)'s iShares TIPS Bond ETF position peaked at $440K in Q2 2013.
  • 686 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.