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Advisory Alpha’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Advisory Alpha’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1
Closed – – 166
2018
Q3 		$0 Hold
1
– – ﹤0.01% 152
2018
Q2 		$0 Buy
+1
New +$52 ﹤0.01% 155
2017
Q4 		– Sell
-12,699
Closed -$665K – 133
2017
Q3 		$665K Buy
12,699
+77
+0.6% +$4.02K 0.19% 82
2017
Q2 		$659K Sell
12,622
-9,734
-44% -$510K 0.19% 79
2017
Q1 		$1.18M Buy
22,356
+1,217
+6% +$64.1K 0.41% 48
2016
Q4 		$1.11M Buy
21,139
+18,177
+614% +$953K 0.45% 44
2016
Q3 		$156K Buy
2,962
+140
+5% +$7.36K 0.07% 64
2016
Q2 		$149K Buy
2,822
+48
+2% +$2.52K 0.07% 52
2016
Q1 		$145K Buy
2,774
+195
+8% +$10.1K 0.08% 51
2015
Q4 		$132K Buy
2,579
+164
+7% +$8.44K 0.08% 48
2015
Q3 		$125K Buy
2,415
+424
+21% +$21.9K 0.09% 40
2015
Q2 		$104K Sell
1,991
-672
-25% -$35.1K 0.07% 42
2015
Q1 		$138K Buy
2,663
+288
+12% +$14.9K 0.09% 33
2014
Q4 		$123K Buy
2,375
+720
+44% +$37.7K 0.09% 33
2014
Q3 		$87K Buy
1,655
+23
+1% +$1.22K 0.06% 33
2014
Q2 		$87K Sell
1,632
-86
-5% -$4.59K 0.06% 33
2014
Q1 		$91K Sell
1,718
-205
-11% -$10.9K 0.06% 33
2013
Q4 		$102K Buy
+1,923
New +$102K 0.07% 32

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PA
Parkside Advisors Berkeley, California $455M AUM 11.43% 1-Year Est. Return

Advisory Alpha's STPZ Position: Q4 2018 in Review

Advisory Alpha sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2018, closing a stake of 1 share.

Advisory Alpha first reported a position in STPZ in Q4 2013 and held it in 18 quarters. The position peaked at $1.18M in Q1 2017. 105 funds tracked by Wall St. Rank hold STPZ as of Q4 2018.

  • Advisory Alpha reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2018 after selling out during the quarter.
  • Advisory Alpha sold 1 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund share in Q4 2018.
  • Advisory Alpha first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2013 and held it in 18 quarters.
  • Advisory Alpha's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.18M in Q1 2017.
  • 105 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2018.

Based on Advisory Alpha's 13F filing for Q4 2018, filed 13 Feb 2019.