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Bartlett & Co Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-180
Closed -$12.1K – 750
2018
Q1 		$12.1K Buy
+180
New +$12K ﹤0.01% 592

Other funds holding LTPZ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bartlett & Co Wealth Management's LTPZ Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q2 2018, closing a stake of 180 shares — an estimated $12.1K sold.

Bartlett & Co Wealth Management first reported a position in LTPZ in Q1 2018 and held it in 1 quarter. The position peaked at $12.1K in Q1 2018. 52 funds tracked by Wall St. Rank hold LTPZ as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 180 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q2 2018, an estimated $12.1K.
  • Bartlett & Co Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $12.1K in Q1 2018.
  • 52 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.