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Benjamin F. Edwards & Company’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Benjamin F. Edwards & Company’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
Q1 		– Sell
-200
Closed -$14K – 1650
2017
Q4 		$14K Buy
+200
New +$13.5K ﹤0.01% 1116

Other funds holding LTPZ

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 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

Benjamin F. Edwards & Company's LTPZ Position: Q1 2018 in Review

Benjamin F. Edwards & Company sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2018, closing a stake of 200 shares — an estimated $14K sold.

Benjamin F. Edwards & Company first reported a position in LTPZ in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 49 funds tracked by Wall St. Rank hold LTPZ as of Q1 2018.

  • Benjamin F. Edwards & Company reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 200 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2018, an estimated $14K.
  • Benjamin F. Edwards & Company first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $14K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2018, filed 17 Apr 2018.