Winslow Evans & Crocker’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Winslow Evans & Crocker’s Portfolio VTIP Stock Details VTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-512	Closed	-$25.3K	–	1321
2016 Q2	$25.3K	Hold	512	–	–	0.01%	648
2016 Q1	$25.2K	Hold	512	–	–	0.01%	641
2015 Q4	$24.8K	Hold	512	–	–	0.01%	695
2015 Q3	$24.8K	Hold	512	–	–	0.01%	668
2015 Q2	$24.9K	Buy	+512	New	+$24.9K	0.01%	710

Other funds holding VTIP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Winslow Evans & Crocker's VTIP Position: Q3 2016 in Review

Winslow Evans & Crocker sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q3 2016, closing a stake of 512 shares — an estimated $25.3K sold.

Winslow Evans & Crocker first reported a position in VTIP in Q2 2015 and held it in 5 quarters. The position peaked at $25.3K in Q2 2016. 151 funds tracked by Wall St. Rank hold VTIP as of Q3 2016.

Winslow Evans & Crocker reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q3 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 512 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q3 2016, an estimated $25.3K.
Winslow Evans & Crocker first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2015 and held it in 5 quarters.
Winslow Evans & Crocker's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $25.3K in Q2 2016.
151 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q3 2016.

Based on Winslow Evans & Crocker's 13F filing for Q3 2016, filed 21 Oct 2016.