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Aureus Asset Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Aureus Asset Management’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
-12,350
Closed -$641K – 175
2015
Q1 		$641K Buy
+12,350
New +$641K 0.15% 78

Other funds holding STPZ

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aureus Asset Management's STPZ Position: Q2 2015 in Review

Aureus Asset Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2015, closing a stake of 12,350 shares — an estimated $641K sold.

Aureus Asset Management first reported a position in STPZ in Q1 2015 and held it in 1 quarter. The position peaked at $641K in Q1 2015. 88 funds tracked by Wall St. Rank hold STPZ as of Q2 2015.

  • Aureus Asset Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2015 after selling out during the quarter.
  • Aureus Asset Management sold 12,350 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2015, an estimated $641K.
  • Aureus Asset Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2015 and held it in 1 quarter.
  • Aureus Asset Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $641K in Q1 2015.
  • 88 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2015.

Based on Aureus Asset Management's 13F filing for Q2 2015, filed 12 Aug 2015.