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Winch Advisory Services’s iShares TIPS Bond ETF TIP Stock Holding History

Winch Advisory Services’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
-842
Closed -$96K – 317
2017
Q3 		$96K Buy
842
+467
+125% +$53.2K 0.06% 68
2017
Q2 		$43K Buy
+375
New +$42.9K 0.03% 120
2015
Q2 		– Sell
-17
Closed -$2K – 340
2015
Q1 		$2K Buy
+17
New +$1.93K ﹤0.01% 281

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
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 $202B AUM 37.79% 1-Year Est. Return
Windhaven Investment Management
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Winch Advisory Services's TIP Position: Q4 2017 in Review

Winch Advisory Services sold out of iShares TIPS Bond ETF (TIP) in Q4 2017, closing a stake of 842 shares — an estimated $96K sold.

Winch Advisory Services first reported a position in TIP in Q1 2015 and held it in 3 quarters. The position peaked at $96K in Q3 2017. 786 funds tracked by Wall St. Rank hold TIP as of Q4 2017.

  • Winch Advisory Services reported no remaining iShares TIPS Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Winch Advisory Services sold 842 iShares TIPS Bond ETF shares in Q4 2017, an estimated $96K.
  • Winch Advisory Services first reported a position in iShares TIPS Bond ETF in Q1 2015 and held it in 3 quarters.
  • Winch Advisory Services's iShares TIPS Bond ETF position peaked at $96K in Q3 2017.
  • 786 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2017.

Based on Winch Advisory Services's 13F filing for Q4 2017, filed 13 Feb 2018.