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BB&T Investment Services’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

BB&T Investment Services’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
2017
Q4 		$127K Buy
1,894
+479
+34% +$32.3K 0.02% 357
2017
Q3 		$93K Buy
+1,415
New +$93.9K 0.02% 388

Other funds holding LTPZ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BB&T Investment Services's LTPZ Position: Q4 2017 in Review

BB&T Investment Services increased its PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) stake by 34% in Q4 2017, buying an estimated $32.3K and bringing the position to 1,894 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #357.

BB&T Investment Services first reported a position in LTPZ in Q3 2017 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold LTPZ as of Q4 2017.

  • BB&T Investment Services held 1,894 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $127K as of Q4 2017.
  • BB&T Investment Services bought 479 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2017, an estimated $32.3K.
  • PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #357 holding.
  • BB&T Investment Services first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2017 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.