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Weatherstone Capital Management’s iShares TIPS Bond ETF TIP Stock Holding History

Weatherstone Capital Management’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
2014
Q3 		– Sell
-5,306
Closed -$612K – 81
2014
Q2 		$612K Sell
5,306
-1,107
-17% -$126K 0.16% 47
2014
Q1 		$719K Buy
+6,413
New +$717K 0.21% 36

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Weatherstone Capital Management's TIP Position: Q3 2014 in Review

Weatherstone Capital Management sold out of iShares TIPS Bond ETF (TIP) in Q3 2014, closing a stake of 5,306 shares — an estimated $612K sold.

Weatherstone Capital Management first reported a position in TIP in Q1 2014 and held it in 2 quarters. The position peaked at $719K in Q1 2014. 471 funds tracked by Wall St. Rank hold TIP as of Q3 2014.

  • Weatherstone Capital Management reported no remaining iShares TIPS Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Weatherstone Capital Management sold 5,306 iShares TIPS Bond ETF shares in Q3 2014, an estimated $612K.
  • Weatherstone Capital Management first reported a position in iShares TIPS Bond ETF in Q1 2014 and held it in 2 quarters.
  • Weatherstone Capital Management's iShares TIPS Bond ETF position peaked at $719K in Q1 2014.
  • 471 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q3 2014.

Based on Weatherstone Capital Management's 13F filing for Q3 2014, filed 4 Nov 2014.