Waldron Private Wealth
TIP icon

Waldron Private Wealth’s iShares TIPS Bond ETF TIP Stock Holding History

Waldron Private Wealth’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
2016
Q3 		– Sell
-4,000
Closed -$466K – 160
2016
Q2 		$466K Buy
+4,000
New +$459K 0.17% 65

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA CREF Trust
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Windhaven Investment Management
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
AMP Capital Investors
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Waldron Private Wealth's TIP Position: Q3 2016 in Review

Waldron Private Wealth sold out of iShares TIPS Bond ETF (TIP) in Q3 2016, closing a stake of 4,000 shares — an estimated $466K sold.

Waldron Private Wealth first reported a position in TIP in Q2 2016 and held it in 1 quarter. The position peaked at $466K in Q2 2016. 563 funds tracked by Wall St. Rank hold TIP as of Q3 2016.

  • Waldron Private Wealth reported no remaining iShares TIPS Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Waldron Private Wealth sold 4,000 iShares TIPS Bond ETF shares in Q3 2016, an estimated $466K.
  • Waldron Private Wealth first reported a position in iShares TIPS Bond ETF in Q2 2016 and held it in 1 quarter.
  • Waldron Private Wealth's iShares TIPS Bond ETF position peaked at $466K in Q2 2016.
  • 563 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2016.

Based on Waldron Private Wealth's 13F filing for Q3 2016, filed 14 Nov 2016.