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WFG Advisors’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

WFG Advisors’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-166
Closed -$3K – 2220
2013
Q4 		$3K Buy
+166
New +$3.24K ﹤0.01% 1901

Other funds holding TIPX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WFG Advisors's TIPX Position: Q1 2014 in Review

WFG Advisors sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2014, closing a stake of 166 shares — an estimated $3K sold.

WFG Advisors first reported a position in TIPX in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 8 funds tracked by Wall St. Rank hold TIPX as of Q1 2014.

  • WFG Advisors reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 166 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2014, an estimated $3K.
  • WFG Advisors first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2013 and held it in 1 quarter.
  • WFG Advisors's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $3K in Q4 2013.
  • 8 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.