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Westover Capital Advisors’s iShares TIPS Bond ETF TIP Stock Holding History

Westover Capital Advisors’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
2017
Q4 		– Sell
-13,374
Closed -$1.52M – 126
2017
Q3 		$1.52M Buy
13,374
+1,575
+13% +$179K 0.89% 40
2017
Q2 		$1.34M Sell
11,799
-181
-2% -$20.7K 0.88% 40
2017
Q1 		$1.37M Buy
11,980
+81
+0.7% +$9.23K 0.92% 38
2016
Q4 		$1.35M Buy
11,899
+1,837
+18% +$210K 0.96% 37
2016
Q3 		$1.17M Buy
10,062
+1,499
+18% +$174K 0.87% 38
2016
Q2 		$999K Sell
8,563
-398
-4% -$45.7K 0.82% 42
2016
Q1 		$1.03M Sell
8,961
-15
-0.2% -$1.68K 0.87% 39
2015
Q4 		$984K Sell
8,976
-61
-0.7% -$6.74K 0.82% 41
2015
Q3 		$1M Sell
9,037
-410
-4% -$45.7K 0.86% 39
2015
Q2 		$1.06M Sell
9,447
-413
-4% -$46.7K 0.84% 39
2015
Q1 		$1.12M Sell
9,860
-25
-0.3% -$2.83K 0.9% 38
2014
Q4 		$1.11M Sell
9,885
-195
-2% -$22K 0.95% 38
2014
Q3 		$1.13M Sell
10,080
-289
-3% -$33.1K 0.92% 41
2014
Q2 		$1.2M Hold
10,369
– – 1.01% 36
2014
Q1 		$1.16M Sell
10,369
-28
-0.3% -$3.13K 1.08% 36
2013
Q4 		$1.14M Sell
10,397
-3,006
-22% -$336K 1.09% 37
2013
Q3 		$1.51M Sell
13,403
-3,041
-18% -$339K 1.56% 32
2013
Q2 		$1.84M Buy
+16,444
New +$1.95M 1.81% 26

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Westover Capital Advisors's TIP Position: Q4 2017 in Review

Westover Capital Advisors sold out of iShares TIPS Bond ETF (TIP) in Q4 2017, closing a stake of 13,374 shares — an estimated $1.52M sold.

Westover Capital Advisors first reported a position in TIP in Q2 2013 and held it in 18 quarters. The position peaked at $1.84M in Q2 2013. 786 funds tracked by Wall St. Rank hold TIP as of Q4 2017.

  • Westover Capital Advisors reported no remaining iShares TIPS Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Westover Capital Advisors sold 13,374 iShares TIPS Bond ETF shares in Q4 2017, an estimated $1.52M.
  • Westover Capital Advisors first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 18 quarters.
  • Westover Capital Advisors's iShares TIPS Bond ETF position peaked at $1.84M in Q2 2013.
  • 786 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2017.

Based on Westover Capital Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.