Allworth Financial’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Allworth Financial’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-127	Closed	-$6K	–	1029
2018 Q2	$6K	Buy	+127	New	+$6.34K	﹤0.01%	615

Other funds holding TUZ

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Allworth Financial's TUZ Position: Q3 2018 in Review

Allworth Financial sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q3 2018, closing a stake of 127 shares — an estimated $6K sold.

Allworth Financial first reported a position in TUZ in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 29 funds tracked by Wall St. Rank hold TUZ as of Q3 2018.

Allworth Financial reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
Allworth Financial sold 127 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q3 2018, an estimated $6K.
Allworth Financial first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q2 2018 and held it in 1 quarter.
Allworth Financial's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $6K in Q2 2018.
29 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q3 2018.

Based on Allworth Financial's 13F filing for Q3 2018, filed 30 Oct 2018.