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

WFG 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
2016 Q4	–	Sell	-67	Closed	-$4K	–	1747
2016 Q3	$4K	Hold	67	–	–	﹤0.01%	1319
2016 Q2	$4K	Hold	67	–	–	﹤0.01%	1292
2016 Q1	$4K	Hold	67	–	–	﹤0.01%	1247
2015 Q4	$3K	Hold	67	–	–	﹤0.01%	1322
2015 Q3	$3K	Hold	67	–	–	﹤0.01%	1365
2015 Q2	$4K	Hold	67	–	–	﹤0.01%	1398
2015 Q1	$4K	Sell	67 -3	-4%	-$167	﹤0.01%	1431
2014 Q4	$4K	Sell	70 -977	-93%	-$57.1K	﹤0.01%	1721
2014 Q3	$61K	Sell	1,047 -184	-15%	-$11.3K	0.01%	855
2014 Q2	$76K	Buy	1,231 +144	+13%	+$8.8K	0.01%	761
2014 Q1	$65K	Sell	1,087 -1,803	-62%	-$106K	0.01%	798
2013 Q4	$169K	Sell	2,890 -4,589	-61%	-$273K	0.02%	570
2013 Q3	$446K	Hold	7,479	–	–	0.07%	303
2013 Q2	$431K	Buy	+7,479	New	+$460K	0.07%	292

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LFWA

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

WFG Advisors's WIP Position: Q4 2016 in Review

WFG Advisors sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2016, closing a stake of 67 shares — an estimated $4K sold.

WFG Advisors first reported a position in WIP in Q2 2013 and held it in 14 quarters. The position peaked at $446K in Q3 2013. 86 funds tracked by Wall St. Rank hold WIP as of Q4 2016.

WFG Advisors reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 67 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2016, an estimated $4K.
WFG Advisors first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 14 quarters.
WFG Advisors's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $446K in Q3 2013.
86 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.