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Aveo Capital Partners’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Aveo Capital Partners’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
2017
Q1 		– Sell
-20,900
Closed -$1.1M – 219
2016
Q4 		$1.1M Buy
+20,900
New +$1.1M 0.31% 60

Other funds holding STPZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AC
Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return

Aveo Capital Partners's STPZ Position: Q1 2017 in Review

Aveo Capital Partners sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2017, closing a stake of 20,900 shares — an estimated $1.1M sold.

Aveo Capital Partners first reported a position in STPZ in Q4 2016 and held it in 1 quarter. The position peaked at $1.1M in Q4 2016. 112 funds tracked by Wall St. Rank hold STPZ as of Q1 2017.

  • Aveo Capital Partners reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 20,900 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2017, an estimated $1.1M.
  • Aveo Capital Partners first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2016 and held it in 1 quarter.
  • Aveo Capital Partners's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.1M in Q4 2016.
  • 112 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.