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Wooster Corthell Wealth Management’s iShares TIPS Bond ETF TIP Stock Holding History

Wooster Corthell Wealth Management’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
2013
Q4 		– Sell
-25,710
Closed -$2.89M – 23
2013
Q3 		$2.89M Sell
25,710
-37,582
-59% -$4.19M 2.14% 13
2013
Q2 		$7.09M Buy
+63,292
New +$7.49M 6.17% 9

Other funds holding TIP

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Wooster Corthell Wealth Management's TIP Position: Q4 2013 in Review

Wooster Corthell Wealth Management sold out of iShares TIPS Bond ETF (TIP) in Q4 2013, closing a stake of 25,710 shares — an estimated $2.89M sold.

Wooster Corthell Wealth Management first reported a position in TIP in Q2 2013 and held it in 2 quarters. The position peaked at $7.09M in Q2 2013. 454 funds tracked by Wall St. Rank hold TIP as of Q4 2013.

  • Wooster Corthell Wealth Management reported no remaining iShares TIPS Bond ETF position as of Q4 2013 after selling out during the quarter.
  • Wooster Corthell Wealth Management sold 25,710 iShares TIPS Bond ETF shares in Q4 2013, an estimated $2.89M.
  • Wooster Corthell Wealth Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and held it in 2 quarters.
  • Wooster Corthell Wealth Management's iShares TIPS Bond ETF position peaked at $7.09M in Q2 2013.
  • 454 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q4 2013.

Based on Wooster Corthell Wealth Management's 13F filing for Q4 2013, filed 21 Jan 2014.