Wealthcare Advisory Partners’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Wealthcare Advisory Partners’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-116	Closed	-$6K	–	1364
2020 Q1	$6K	Sell	116 -145	-56%	-$7.71K	﹤0.01%	1075
2019 Q4	$14K	Sell	261 -475	-65%	-$25.9K	﹤0.01%	865
2019 Q3	$40K	Sell	736 -68	-8%	-$3.74K	0.01%	587
2019 Q2	$45K	Sell	804 -1,223	-60%	-$66K	0.01%	534
2019 Q1	$110K	Sell	2,027 -243	-11%	-$13.1K	0.02%	322
2018 Q4	$118K	Hold	2,270	–	–	0.02%	281
2018 Q3	$119K	Sell	2,270 -811	-26%	-$43.2K	0.02%	307
2018 Q2	$167K	Sell	3,081 -574	-16%	-$32.3K	0.03%	244
2018 Q1	$218K	Buy	3,655 +2,585	+242%	+$152K	0.05%	187
2017 Q4	$62K	Buy	+1,070	New	+$60.8K	0.02%	339

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Stellar Capital Management Phoenix, Arizona $147M AUM 5.91% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Wealthcare Advisory Partners's WIP Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q2 2020, closing a stake of 116 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in WIP in Q4 2017 and held it in 10 quarters. The position peaked at $218K in Q1 2018. 81 funds tracked by Wall St. Rank hold WIP as of Q2 2020.

Wealthcare Advisory Partners reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 116 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q2 2020, an estimated $6K.
Wealthcare Advisory Partners first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2017 and held it in 10 quarters.
Wealthcare Advisory Partners's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $218K in Q1 2018.
81 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.