CA
STPP

Cetera Advisors’s iPath US Treasury Steepener ETN STPP Stock Holding History

Cetera Advisors’s Portfolio STPP Stock Details STPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-11,410
Closed -$451K – 637
2014
Q1 		$451K Sell
11,410
-2,480
-18% -$98K 0.06% 335
2013
Q4 		$585K Buy
13,890
+5,650
+69% +$225K 0.09% 256
2013
Q3 		$326K Buy
+8,240
New +$334K 0.06% 310

Other funds holding STPP

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cetera Advisors's STPP Position: Q2 2014 in Review

Cetera Advisors sold out of iPath US Treasury Steepener ETN (STPP) in Q2 2014, closing a stake of 11,410 shares — an estimated $451K sold.

Cetera Advisors first reported a position in STPP in Q3 2013 and held it in 3 quarters. The position peaked at $585K in Q4 2013. 11 funds tracked by Wall St. Rank hold STPP as of Q2 2014.

  • Cetera Advisors reported no remaining iPath US Treasury Steepener ETN position as of Q2 2014 after selling out during the quarter.
  • Cetera Advisors sold 11,410 iPath US Treasury Steepener ETN shares in Q2 2014, an estimated $451K.
  • Cetera Advisors first reported a position in iPath US Treasury Steepener ETN in Q3 2013 and held it in 3 quarters.
  • Cetera Advisors's iPath US Treasury Steepener ETN position peaked at $585K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held iPath US Treasury Steepener ETN as of Q2 2014.

Based on Cetera Advisors's 13F filing for Q2 2014, filed 15 Aug 2014.