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

Wealthcare Capital Management’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
2017
Q4 		– Sell
-24
Closed -$1K – 238
2017
Q3 		$1K Buy
+24
New +$1.37K ﹤0.01% 180

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MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Wealthcare Capital Management's WIP Position: Q4 2017 in Review

Wealthcare Capital Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2017, closing a stake of 24 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in WIP in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 85 funds tracked by Wall St. Rank hold WIP as of Q4 2017.

  • Wealthcare Capital Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Wealthcare Capital Management sold 24 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2017, an estimated $1K.
  • Wealthcare Capital Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q3 2017 and held it in 1 quarter.
  • Wealthcare Capital Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1K in Q3 2017.
  • 85 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2017.

Based on Wealthcare Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.