Buckingham Strategic Wealth’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Buckingham Strategic Wealth’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-47,686	Closed	-$2.42M	–	254
2015 Q4	$2.42M	Buy	47,686 +99	+0.2%	+$5.04K	0.81%	20
2015 Q3	$2.43M	Buy	47,587 +69	+0.1%	+$3.52K	0.86%	22
2015 Q2	$2.42M	Buy	+47,518	New	+$2.42M	0.79%	22

Other funds holding TUZ

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

LTFS

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

Buckingham Strategic Wealth's TUZ Position: Q1 2016 in Review

Buckingham Strategic Wealth sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q1 2016, closing a stake of 47,686 shares — an estimated $2.42M sold.

Buckingham Strategic Wealth first reported a position in TUZ in Q2 2015 and held it in 3 quarters. The position peaked at $2.43M in Q3 2015. 29 funds tracked by Wall St. Rank hold TUZ as of Q1 2016.

Buckingham Strategic Wealth reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q1 2016 after selling out during the quarter.
Buckingham Strategic Wealth sold 47,686 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q1 2016, an estimated $2.42M.
Buckingham Strategic Wealth first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q2 2015 and held it in 3 quarters.
Buckingham Strategic Wealth's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $2.43M in Q3 2015.
29 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q1 2016.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2016, filed 6 May 2016.