Atherton Lane Advisers’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Atherton Lane Advisers’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 Q2	–	Sell	-4,140	Closed	-$215K	–	248
2015 Q1	$215K	Sell	4,140 -4,285	-51%	-$222K	0.01%	246
2014 Q4	$436K	Sell	8,425 -1,485	-15%	-$77.8K	0.02%	188
2014 Q3	$521K	Sell	9,910 -3,935	-28%	-$209K	0.03%	177
2014 Q2	$742K	Buy	+13,845	New	+$739K	0.04%	151

Other funds holding STPZ

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

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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

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

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

Atherton Lane Advisers's STPZ Position: Q2 2015 in Review

Atherton Lane Advisers sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2015, closing a stake of 4,140 shares — an estimated $215K sold.

Atherton Lane Advisers first reported a position in STPZ in Q2 2014 and held it in 4 quarters. The position peaked at $742K in Q2 2014. 88 funds tracked by Wall St. Rank hold STPZ as of Q2 2015.

Atherton Lane Advisers reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2015 after selling out during the quarter.
Atherton Lane Advisers sold 4,140 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2015, an estimated $215K.
Atherton Lane Advisers first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2014 and held it in 4 quarters.
Atherton Lane Advisers's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $742K in Q2 2014.
88 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2015.

Based on Atherton Lane Advisers's 13F filing for Q2 2015, filed 14 Aug 2015.