Windhaven Investment Management’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

Windhaven Investment Management’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
2015 Q4	–	Sell	-4,430	Closed	-$231K	–	46
2015 Q3	$231K	Sell	4,430 -507	-10%	-$27K	﹤0.01%	39
2015 Q2	$271K	Sell	4,937 -2,942	-37%	-$163K	﹤0.01%	40
2015 Q1	$429K	Sell	7,879 -1,471	-16%	-$81.7K	﹤0.01%	43
2014 Q4	$532K	Sell	9,350 -3,701	-28%	-$216K	﹤0.01%	43
2014 Q3	$769K	Sell	13,051 -14,949	-53%	-$917K	﹤0.01%	37
2014 Q2	$1.73M	Sell	28,000 -306	-1%	-$18.7K	0.01%	36
2014 Q1	$1.69M	Sell	28,306 -124	-0.4%	-$7.28K	0.01%	33
2013 Q4	$1.66M	Sell	28,430 -588	-2%	-$34.9K	0.01%	35
2013 Q3	$1.73K	Hold	29,018	–	–	0.01%	35
2013 Q2	$1.67M	Buy	+29,018	New	+$1.78M	0.01%	36

Other funds holding WIP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

CPS

Counsel Portfolio Services Mississauga, Ontario, Canada $1.01B AUM 2.83% 1-Year Est. Return

IGIM

I.G. Investment Management Winnipeg, Manitoba, Canada $19.5B AUM 15.95% 1-Year Est. Return

Windhaven Investment Management's WIP Position: Q4 2015 in Review

Windhaven Investment Management sold out of State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) in Q4 2015, closing a stake of 4,430 shares — an estimated $231K sold.

Windhaven Investment Management first reported a position in WIP in Q2 2013 and held it in 10 quarters. The position peaked at $1.73M in Q2 2014. 89 funds tracked by Wall St. Rank hold WIP as of Q4 2015.

Windhaven Investment Management reported no remaining State Street SPDR FTSE International Government Inflation-Protected Bond ETF position as of Q4 2015 after selling out during the quarter.
Windhaven Investment Management sold 4,430 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q4 2015, an estimated $231K.
Windhaven Investment Management first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q2 2013 and held it in 10 quarters.
Windhaven Investment Management's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $1.73M in Q2 2014.
89 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q4 2015.

Based on Windhaven Investment Management's 13F filing for Q4 2015, filed 12 Feb 2016.