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Winslow Evans & Crocker’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Winslow Evans & Crocker’s Portfolio TIPX Stock Details TIPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-500
Closed -$10K – 1172
2019
Q4 		$10K Hold
500
– – ﹤0.01% 833
2019
Q3 		$10K Hold
500
– – ﹤0.01% 824
2019
Q2 		$10K Buy
+500
New +$9.68K ﹤0.01% 845

Other funds holding TIPX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
SFM
Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return
AWM
Altavista Wealth Management Asheville, North Carolina $496M AUM 20.88% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Winslow Evans & Crocker's TIPX Position: Q1 2020 in Review

Winslow Evans & Crocker sold out of State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2020, closing a stake of 500 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in TIPX in Q2 2019 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 43 funds tracked by Wall St. Rank hold TIPX as of Q1 2020.

  • Winslow Evans & Crocker reported no remaining State Street SPDR Bloomberg 1-10 Year TIPS ETF position as of Q1 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 500 State Street SPDR Bloomberg 1-10 Year TIPS ETF shares in Q1 2020, an estimated $10K.
  • Winslow Evans & Crocker first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2019 and held it in 3 quarters.
  • Winslow Evans & Crocker's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $10K in Q4 2019.
  • 43 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2020.

Based on Winslow Evans & Crocker's 13F filing for Q1 2020, filed 20 Apr 2020.