Number of Shares
115,158.00
Current Holdings Value*
$6.05 Mil
% of Portfolio
4.11%
Total Estimate Gain
$-2.08 Mil
% of Total Estimate Gain
-26.82%

Stellar Capital Management, LLC's SPDR Citi International Government Inflation-Protected Bond ETF Holding Summary

As of 2020-06-30, Stellar Capital Management, LLC held 115,158.00 shares of SPDR Citi International Government Inflation-Protected Bond ETF(WIP), totaling $6.05 Mil. This investment constitutes 4.11% of their stock portfolio, and Stellar Capital Management, LLC now holds 1.09% of the outstanding SPDR Citi International Government Inflation-Protected Bond ETF(WIP) stock.

The initial trade took place in 2014Q3. And since then Stellar Capital Management, LLC has made 10 purchases of WIP, at an average price of $56.53, for a total of 136,912.00 shares. In addition, there have been 4 sales at an average price of $52.74 for 21,754.00 shares. Based on historical transaction data and WIP's current price of $39.22, Stellar Capital Management, LLC's estimated gain on his WIP holdings is $-2.08 Mil, reflecting a -26.82% gain to date.

Stellar Capital Management, LLC WIP ($39.22) Holding Chart

Stellar Capital Management, LLC WIP ($39.22) 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 %

Top Ranked Articles

  • 1