Commonwealth Equity Services’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Commonwealth Equity Services’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
2019 Q2	–	Sell	-7,907	Closed	-$399K	–	2844
2019 Q1	$399K	Sell	7,907 -391	-5%	-$19.6K	﹤0.01%	1935
2018 Q4	$416K	Buy	+8,298	New	+$414K	﹤0.01%	1773
2018 Q1	–	Sell	-5,205	Closed	-$262K	–	2809
2017 Q4	$262K	Sell	5,205 -8	-0.2%	-$404	﹤0.01%	2148
2017 Q3	$264K	Buy	5,213 +1,087	+26%	+$55.1K	﹤0.01%	2067
2017 Q2	$209K	Hold	4,126	–	–	﹤0.01%	2195
2017 Q1	$209K	Hold	4,126	–	–	﹤0.01%	2120
2016 Q4	$209K	Buy	+4,126	New	+$210K	﹤0.01%	2027
2013 Q4	–	Sell	-4,558	Closed	-$232K	–	1988
2013 Q3	$232K	Buy	+4,558	New	+$232K	﹤0.01%	1546

Other funds holding TUZ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

FAAS

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

LTFS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Commonwealth Equity Services's TUZ Position: Q2 2019 in Review

Commonwealth Equity Services sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q2 2019, closing a stake of 7,907 shares — an estimated $399K sold.

Commonwealth Equity Services first reported a position in TUZ in Q3 2013 and held it in 8 quarters. The position peaked at $416K in Q4 2018. 24 funds tracked by Wall St. Rank hold TUZ as of Q2 2019.

Commonwealth Equity Services reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Commonwealth Equity Services sold 7,907 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q2 2019, an estimated $399K.
Commonwealth Equity Services first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q3 2013 and held it in 8 quarters.
Commonwealth Equity Services's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $416K in Q4 2018.
24 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q2 2019.

Based on Commonwealth Equity Services's 13F filing for Q2 2019, filed 19 Jul 2019.