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

BB&T Securities’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
2019 Q1	–	Sell	-36,324	Closed	-$2.27M	–	1635
2018 Q4	$2.27M	Sell	36,324 -7,496	-17%	-$466K	0.03%	517
2018 Q3	$2.84M	Buy	43,820 +1,069	+3%	+$71.1K	0.03%	522
2018 Q2	$2.89M	Buy	42,751 +4,068	+11%	+$270K	0.03%	502
2018 Q1	$2.6M	Sell	38,683 -715	-2%	-$47.6K	0.03%	516
2017 Q4	$2.73M	Sell	39,398 -2,647	-6%	-$178K	0.04%	462
2017 Q3	$2.79M	Buy	+42,045	New	+$2.79M	0.04%	455

Other funds holding LTPZ

Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BB&T Securities's LTPZ Position: Q1 2019 in Review

BB&T Securities sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2019, closing a stake of 36,324 shares — an estimated $2.27M sold.

BB&T Securities first reported a position in LTPZ in Q3 2017 and held it in 6 quarters. The position peaked at $2.89M in Q2 2018. 51 funds tracked by Wall St. Rank hold LTPZ as of Q1 2019.

BB&T Securities reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
BB&T Securities sold 36,324 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2019, an estimated $2.27M.
BB&T Securities first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2017 and held it in 6 quarters.
BB&T Securities's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2.89M in Q2 2018.
51 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2019.

Based on BB&T Securities's 13F filing for Q1 2019, filed 14 May 2019.