AssetMark Inc
TUZ

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

AssetMark Inc’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
Q3 		– Sell
-22
Closed -$1K – 1664
2017
Q2 		$1K Buy
+22
New +$1.11K ﹤0.01% 1350

Other funds holding TUZ

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AssetMark Inc's TUZ Position: Q3 2017 in Review

AssetMark Inc sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q3 2017, closing a stake of 22 shares — an estimated $1K sold.

AssetMark Inc first reported a position in TUZ in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 36 funds tracked by Wall St. Rank hold TUZ as of Q3 2017.

  • AssetMark Inc reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q3 2017 after selling out during the quarter.
  • AssetMark Inc sold 22 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q3 2017, an estimated $1K.
  • AssetMark Inc first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q2 2017 and held it in 1 quarter.
  • AssetMark Inc's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $1K in Q2 2017.
  • 36 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q3 2017.

Based on AssetMark Inc's 13F filing for Q3 2017, filed 8 Nov 2017.