AIM
TUZ

Arcadia Investment Management’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Arcadia Investment Management’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
2017
Q4 		– Sell
-414
Closed -$21K – 385
2017
Q3 		$21K Buy
+414
New +$21K 0.01% 300

Other funds holding TUZ

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arcadia Investment Management's TUZ Position: Q4 2017 in Review

Arcadia Investment Management sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2017, closing a stake of 414 shares — an estimated $21K sold.

Arcadia Investment Management first reported a position in TUZ in Q3 2017 and held it in 1 quarter. The position peaked at $21K in Q3 2017. 39 funds tracked by Wall St. Rank hold TUZ as of Q4 2017.

  • Arcadia Investment Management reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2017 after selling out during the quarter.
  • Arcadia Investment Management sold 414 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2017, an estimated $21K.
  • Arcadia Investment Management first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q3 2017 and held it in 1 quarter.
  • Arcadia Investment Management's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $21K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2017.

Based on Arcadia Investment Management's 13F filing for Q4 2017, filed 30 Jan 2018.