VAM
SPIP icon

Visionary Asset Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Visionary Asset Management’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-33,648
Closed -$916K – 251
2018
Q3 		$916K Buy
+33,648
New +$925K 0.29% 84

Other funds holding SPIP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Visionary Asset Management's SPIP Position: Q4 2018 in Review

Visionary Asset Management sold out of State Street SPDR Portfolio TIPS ETF (SPIP) in Q4 2018, closing a stake of 33,648 shares — an estimated $916K sold.

Visionary Asset Management first reported a position in SPIP in Q3 2018 and held it in 1 quarter. The position peaked at $916K in Q3 2018. 132 funds tracked by Wall St. Rank hold SPIP as of Q4 2018.

  • Visionary Asset Management reported no remaining State Street SPDR Portfolio TIPS ETF position as of Q4 2018 after selling out during the quarter.
  • Visionary Asset Management sold 33,648 State Street SPDR Portfolio TIPS ETF shares in Q4 2018, an estimated $916K.
  • Visionary Asset Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2018 and held it in 1 quarter.
  • Visionary Asset Management's State Street SPDR Portfolio TIPS ETF position peaked at $916K in Q3 2018.
  • 132 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.