Number of Shares
10,250.00
Current Holdings Value*
$1.15 Mil
% of Portfolio
2.5%
Total Estimate Gain
$-12,720.00
% of Total Estimate Gain
-1.00%

MARCUARD FAMILY OFFICE LTD's iShares TIPS Bond ETF Holding Summary

As of 2014-09-30, MARCUARD FAMILY OFFICE LTD held 10,250.00 shares of iShares TIPS Bond ETF(TIP), totaling $1.15 Mil. This investment constitutes 2.5% of their stock portfolio, and MARCUARD FAMILY OFFICE LTD now holds 0% of the outstanding iShares TIPS Bond ETF(TIP) stock.

The initial trade took place in 2013Q4. And since then MARCUARD FAMILY OFFICE LTD has made 1 purchases of TIP, at an average price of $111.65, for a total of 11,450.00 shares. In addition, there have been 1 sales at an average price of $114.37 for 1,200.00 shares. Based on historical transaction data and TIP's current price of $110.09, MARCUARD FAMILY OFFICE LTD's estimated gain on his TIP holdings is $-12,720.00, reflecting a -1.00% gain to date.

MARCUARD FAMILY OFFICE LTD TIP ($110.09) Holding Chart

MARCUARD FAMILY OFFICE LTD TIP ($110.09) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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