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Boston Standard Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Boston Standard Wealth Management’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
2018
Q1 		– Sell
-4,518
Closed -$235K – 29
2017
Q4 		$235K Sell
4,518
-4,313
-49% -$225K 0.15% 29
2017
Q3 		$461K Sell
8,831
-7,001
-44% -$366K 0.31% 15
2017
Q2 		$824K Sell
15,832
-17,883
-53% -$938K 0.57% 14
2017
Q1 		$1.78M Sell
33,715
-18,730
-36% -$986K 1.37% 11
2016
Q4 		$2.75M Sell
52,445
-6,146
-10% -$322K 2.18% 10
2016
Q3 		$3.09M Buy
58,591
+34
+0.1% +$1.79K 2.5% 9
2016
Q2 		$3.09M Sell
58,557
-3,025
-5% -$158K 2.69% 9
2016
Q1 		$3.22M Sell
61,582
-7,460
-11% -$385K 2.95% 9
2015
Q4 		$3.53M Sell
69,042
-5,282
-7% -$272K 3.49% 9
2015
Q3 		$3.83M Sell
74,324
-2,151
-3% -$111K 3.81% 8
2015
Q2 		$3.99M Sell
76,475
-8,678
-10% -$453K 3.73% 9
2015
Q1 		$4.44M Sell
85,153
-3,841
-4% -$199K 4.14% 9
2014
Q4 		$4.62M Buy
+88,994
New +$4.66M 4.57% 8

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Boston Standard Wealth Management's STPZ Position: Q1 2018 in Review

Boston Standard Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2018, closing a stake of 4,518 shares — an estimated $235K sold.

Boston Standard Wealth Management first reported a position in STPZ in Q4 2014 and held it in 13 quarters. The position peaked at $4.62M in Q4 2014. 103 funds tracked by Wall St. Rank hold STPZ as of Q1 2018.

  • Boston Standard Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
  • Boston Standard Wealth Management sold 4,518 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2018, an estimated $235K.
  • Boston Standard Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2014 and held it in 13 quarters.
  • Boston Standard Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.62M in Q4 2014.
  • 103 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2018.

Based on Boston Standard Wealth Management's 13F filing for Q1 2018, filed 9 Apr 2018.