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

Arden Trust’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
2015 Q1	–	Sell	-6,095	Closed	-$315K	–	471
2014 Q4	$315K	Hold	6,095	–	–	0.04%	274
2014 Q3	$320K	Hold	6,095	–	–	0.04%	273
2014 Q2	$327K	Hold	6,095	–	–	0.04%	253
2014 Q1	$323K	Hold	6,095	–	–	0.04%	270
2013 Q4	$322K	Sell	6,095 -368	-6%	-$19.5K	0.04%	259
2013 Q3	$343K	Hold	6,463	–	–	0.04%	249
2013 Q2	$340K	Buy	+6,463	New	+$346K	0.04%	254

Other funds holding STPZ

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Arden Trust's STPZ Position: Q1 2015 in Review

Arden Trust sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2015, closing a stake of 6,095 shares — an estimated $315K sold.

Arden Trust first reported a position in STPZ in Q2 2013 and held it in 7 quarters. The position peaked at $343K in Q3 2013. 91 funds tracked by Wall St. Rank hold STPZ as of Q1 2015.

Arden Trust reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2015 after selling out during the quarter.
Arden Trust sold 6,095 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2015, an estimated $315K.
Arden Trust first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 7 quarters.
Arden Trust's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $343K in Q3 2013.
91 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2015.

Based on Arden Trust's 13F filing for Q1 2015, filed 13 May 2015.