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Cetera Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Cetera Advisors’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
2019
Q2 		– Sell
-680
Closed -$35K – 1256
2019
Q1 		$35K Buy
+680
New +$34.9K ﹤0.01% 1019
2015
Q1 		– Sell
-9,443
Closed -$488K – 725
2014
Q4 		$488K Sell
9,443
-5,029
-35% -$263K 0.05% 378
2014
Q3 		$762K Buy
14,472
+9,504
+191% +$505K 0.06% 282
2014
Q2 		$267K Buy
+4,968
New +$265K 0.03% 464

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisors's STPZ Position: Q2 2019 in Review

Cetera Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2019, closing a stake of 680 shares — an estimated $35K sold.

Cetera Advisors first reported a position in STPZ in Q2 2014 and held it in 4 quarters. The position peaked at $762K in Q3 2014. 101 funds tracked by Wall St. Rank hold STPZ as of Q2 2019.

  • Cetera Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Cetera Advisors sold 680 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2019, an estimated $35K.
  • Cetera Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2014 and held it in 4 quarters.
  • Cetera Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $762K in Q3 2014.
  • 101 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2019.

Based on Cetera Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.