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Winslow Evans & Crocker’s iShares TIPS Bond ETF TIP Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$195K Buy
1,531
+1,076
+236% +$136K 0.04% 335
2020
Q3 		$58K Sell
455
-300
-40% -$37.7K 0.01% 437
2020
Q2 		$93K Sell
755
-1
-0.1% -$122 0.02% 371
2020
Q1 		$90K Sell
756
-834
-52% -$98.2K 0.03% 342
2019
Q4 		$186K Hold
1,590
– – 0.05% 296
2019
Q3 		$186K Hold
1,590
– – 0.05% 290
2019
Q2 		$184K Hold
1,590
– – 0.05% 296
2019
Q1 		$182K Hold
1,590
– – 0.05% 290
2018
Q4 		$176K Sell
1,590
-106
-6% -$11.6K 0.06% 279
2018
Q3 		$188K Hold
1,696
– – 0.06% 273
2018
Q2 		$192K Buy
1,696
+126
+8% +$14.1K 0.06% 263
2018
Q1 		$177K Buy
1,570
+240
+18% +$27K 0.06% 270
2017
Q4 		$152K Buy
1,330
+400
+43% +$45.5K 0.05% 299
2017
Q3 		$106K Sell
930
-1,378
-60% -$157K 0.04% 356
2017
Q2 		$262K Sell
2,308
-208
-8% -$23.8K 0.07% 277
2017
Q1 		$288K Sell
2,516
-66
-3% -$7.52K 0.09% 231
2016
Q4 		$292K Sell
2,582
-1,174
-31% -$134K 0.09% 234
2016
Q3 		$438K Sell
3,756
-1,300
-26% -$151K 0.13% 174
2016
Q2 		$590K Sell
5,056
-253
-5% -$29.1K 0.18% 128
2016
Q1 		$609K Sell
5,309
-77
-1% -$8.6K 0.18% 117
2015
Q4 		$591K Buy
5,386
+256
+5% +$28.3K 0.17% 128
2015
Q3 		$568K Buy
5,130
+152
+3% +$17K 0.18% 124
2015
Q2 		$558K Buy
4,978
+4
+0.1% +$452 0.16% 149
2015
Q1 		$565K Sell
4,974
-30
-0.6% -$3.4K 0.16% 143
2014
Q4 		$560K Sell
5,004
-6
-0.1% -$678 0.16% 145
2014
Q3 		$561K Sell
5,010
-272
-5% -$31.1K 0.16% 147
2014
Q2 		$609K Buy
5,282
+1,692
+47% +$193K 0.2% 123
2014
Q1 		$402K Sell
3,590
-480
-12% -$53.7K 0.14% 166
2013
Q4 		$447K Buy
+4,070
New +$454K 0.15% 164

Other funds holding TIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Winslow Evans & Crocker's TIP Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares TIPS Bond ETF (TIP) stake by 236% in Q4 2020, buying an estimated $136K and bringing the position to 1,531 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #335.

Winslow Evans & Crocker first reported a position in TIP in Q4 2013 and has held it in 29 quarters since. The position peaked at $609K in Q2 2014. 1,056 funds tracked by Wall St. Rank hold TIP as of Q4 2020.

  • Winslow Evans & Crocker held 1,531 shares of iShares TIPS Bond ETF worth $195K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,076 iShares TIPS Bond ETF shares in Q4 2020, an estimated $136K.
  • iShares TIPS Bond ETF made up 0.04% of Winslow Evans & Crocker's portfolio in Q4 2020, its #335 holding.
  • Winslow Evans & Crocker first reported a position in iShares TIPS Bond ETF in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's iShares TIPS Bond ETF position peaked at $609K in Q2 2014.
  • 1,056 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.