Advocacy Wealth Management Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Advocacy Wealth Management Services’s Portfolio LTPZ Stock Details LTPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-182	Closed	-$11K	–	158
2018 Q4	$11K	Hold	182	–	–	0.01%	113
2018 Q3	$12K	Hold	182	–	–	0.01%	119
2018 Q2	$12K	Hold	182	–	–	0.01%	118
2018 Q1	$12K	Hold	182	–	–	0.01%	119
2017 Q4	$13K	Hold	182	–	–	0.01%	140
2017 Q3	$12K	Buy	+182	New	+$12.1K	﹤0.01%	174

Other funds holding LTPZ

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advocacy Wealth Management Services's LTPZ Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2019, closing a stake of 182 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in LTPZ in Q3 2017 and held it in 6 quarters. The position peaked at $13K in Q4 2017. 51 funds tracked by Wall St. Rank hold LTPZ as of Q1 2019.

Advocacy Wealth Management Services reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 182 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2019, an estimated $11K.
Advocacy Wealth Management Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2017 and held it in 6 quarters.
Advocacy Wealth Management Services's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $13K in Q4 2017.
51 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.