Woodmont Investment Counsel’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Woodmont Investment Counsel’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 Q4	–	Sell	-201	Closed	-$10K	–	606
2016 Q3	$10K	Buy	+201	New	+$9.93K	﹤0.01%	473
2016 Q2	–	Sell	-201	Closed	-$10K	–	447
2016 Q1	$10K	Hold	201	–	–	﹤0.01%	419
2015 Q4	$10K	Hold	201	–	–	﹤0.01%	429
2015 Q3	$10K	Hold	201	–	–	﹤0.01%	427
2015 Q2	$10K	Buy	+201	New	+$9.78K	﹤0.01%	432

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

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

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

Woodmont Investment Counsel's VTIP Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2016, closing a stake of 201 shares — an estimated $10K sold.

Woodmont Investment Counsel first reported a position in VTIP in Q2 2015 and held it in 5 quarters. The position peaked at $10K in Q3 2016. 173 funds tracked by Wall St. Rank hold VTIP as of Q4 2016.

Woodmont Investment Counsel reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 201 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2016, an estimated $10K.
Woodmont Investment Counsel first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $10K in Q3 2016.
173 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.