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Winslow Evans & Crocker’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Winslow Evans & Crocker’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$10.2K – 1430
2014
Q2 		$10.2K Hold
100
– – ﹤0.01% 844
2014
Q1 		$10.1K Hold
100
– – ﹤0.01% 840
2013
Q4 		$10K Buy
+100
New +$10.1K ﹤0.01% 916

Other funds holding STIP

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Winslow Evans & Crocker's STIP Position: Q3 2014 in Review

Winslow Evans & Crocker sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q3 2014, closing a stake of 100 shares — an estimated $10.2K sold.

Winslow Evans & Crocker first reported a position in STIP in Q4 2013 and held it in 3 quarters. The position peaked at $10.2K in Q2 2014. 66 funds tracked by Wall St. Rank hold STIP as of Q3 2014.

  • Winslow Evans & Crocker reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 100 iShares 0-5 Year TIPS Bond ETF shares in Q3 2014, an estimated $10.2K.
  • Winslow Evans & Crocker first reported a position in iShares 0-5 Year TIPS Bond ETF in Q4 2013 and held it in 3 quarters.
  • Winslow Evans & Crocker's iShares 0-5 Year TIPS Bond ETF position peaked at $10.2K in Q2 2014.
  • 66 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2014.

Based on Winslow Evans & Crocker's 13F filing for Q3 2014, filed 21 Oct 2014.