WESPAC Advisors’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

WESPAC Advisors’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
2019 Q1	–	Sell	-32,624	Closed	-$1.7M	–	141
2018 Q4	$1.7M	Sell	32,624 -598	-2%	-$31.3K	1.65%	23
2018 Q3	$1.75M	Buy	33,222 +9,780	+42%	+$521K	1.02%	36
2018 Q2	$1.27M	Sell	23,442 -6,270	-21%	-$353K	1.31%	29
2018 Q1	$1.77M	Buy	29,712 +18,394	+163%	+$1.08M	1.08%	35
2017 Q4	$651K	Sell	11,318 -11,780	-51%	-$670K	0.6%	56
2017 Q3	$1.32M	Buy	23,098 +4,549	+25%	+$260K	0.87%	38
2017 Q2	$1.03M	Buy	18,549 +6,310	+52%	+$350K	0.71%	49
2017 Q1	$671K	Buy	+12,239	New	+$657K	0.77%	48

Other funds holding WIP

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LFWA

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

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

SCM

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

WESPAC Advisors's WIP Position: Q1 2019 in Review

WESPAC Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q1 2019, closing a stake of 32,624 shares — an estimated $1.7M sold.

WESPAC Advisors first reported a position in WIP in Q1 2017 and held it in 8 quarters. The position peaked at $1.77M in Q1 2018. 91 funds tracked by Wall St. Rank hold WIP as of Q1 2019.

WESPAC Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q1 2019 after selling out during the quarter.
WESPAC Advisors sold 32,624 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2019, an estimated $1.7M.
WESPAC Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q1 2017 and held it in 8 quarters.
WESPAC Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.77M in Q1 2018.
91 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2019.

Based on WESPAC Advisors's 13F filing for Q1 2019, filed 19 Apr 2019.