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Cypress Asset Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Cypress Asset 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
2016
Q2 		– Sell
-6,000
Closed -$314K – 209
2016
Q1 		$314K Buy
+6,000
New +$310K 0.06% 161
2013
Q3 		– Sell
-5,000
Closed -$263K – 194
2013
Q2 		$263K Buy
+5,000
New +$268K 0.05% 171

Other funds holding STPZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Cypress Asset Management's STPZ Position: Q2 2016 in Review

Cypress Asset Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2016, closing a stake of 6,000 shares — an estimated $314K sold.

Cypress Asset Management first reported a position in STPZ in Q2 2013 and held it in 2 quarters. The position peaked at $314K in Q1 2016. 90 funds tracked by Wall St. Rank hold STPZ as of Q2 2016.

  • Cypress Asset Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2016 after selling out during the quarter.
  • Cypress Asset Management sold 6,000 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2016, an estimated $314K.
  • Cypress Asset Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 2 quarters.
  • Cypress Asset Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $314K in Q1 2016.
  • 90 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2016.

Based on Cypress Asset Management's 13F filing for Q2 2016, filed 19 Jul 2016.