Bell Rock Capital’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Bell Rock Capital’s Portfolio TIPZ Stock Details TIPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2	Closed	–	–	466
2018 Q4	$0	Buy	+2	New	+$112	﹤0.01%	469

Other funds holding TIPZ

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Bell Rock Capital's TIPZ Position: Q1 2019 in Review

Bell Rock Capital sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2019, closing a stake of 2 shares.

Bell Rock Capital first reported a position in TIPZ in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 24 funds tracked by Wall St. Rank hold TIPZ as of Q1 2019.

Bell Rock Capital reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
Bell Rock Capital sold 2 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2019.
Bell Rock Capital first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2018 and held it in 1 quarter.
Bell Rock Capital's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $0 in Q4 2018.
24 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2019.

Based on Bell Rock Capital's 13F filing for Q1 2019, filed 8 Apr 2019.