Benjamin F. Edwards & Company
STPZ icon

Benjamin F. Edwards & Company’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Benjamin F. Edwards & Company’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-16
Closed -$1K – 965
2013
Q3 		$1K Buy
+16
New +$847 ﹤0.01% 814

Other funds holding STPZ

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Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin F. Edwards & Company's STPZ Position: Q4 2013 in Review

Benjamin F. Edwards & Company sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2013, closing a stake of 16 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in STPZ in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 92 funds tracked by Wall St. Rank hold STPZ as of Q4 2013.

  • Benjamin F. Edwards & Company reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2013 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 16 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2013, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2013 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2013.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2013, filed 15 Jan 2014.