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Wellesley Investment Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Wellesley Investment Partners’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-54,400
Closed -$1.49M – 132
2018
Q2 		$1.49M Buy
54,400
+9,112
+20% +$249K 0.52% 30
2018
Q1 		$1.24M Buy
45,288
+22,788
+101% +$623K 0.45% 33
2017
Q4 		$623K Buy
+22,500
New +$622K 0.24% 72

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Wellesley Investment Partners's SCHP Position: Q3 2018 in Review

Wellesley Investment Partners sold out of Schwab US TIPS ETF (SCHP) in Q3 2018, closing a stake of 54,400 shares — an estimated $1.49M sold.

Wellesley Investment Partners first reported a position in SCHP in Q4 2017 and held it in 3 quarters. The position peaked at $1.49M in Q2 2018. 284 funds tracked by Wall St. Rank hold SCHP as of Q3 2018.

  • Wellesley Investment Partners reported no remaining Schwab US TIPS ETF position as of Q3 2018 after selling out during the quarter.
  • Wellesley Investment Partners sold 54,400 Schwab US TIPS ETF shares in Q3 2018, an estimated $1.49M.
  • Wellesley Investment Partners first reported a position in Schwab US TIPS ETF in Q4 2017 and held it in 3 quarters.
  • Wellesley Investment Partners's Schwab US TIPS ETF position peaked at $1.49M in Q2 2018.
  • 284 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2018.

Based on Wellesley Investment Partners's 13F filing for Q3 2018, filed 13 Nov 2018.