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D. Scott Neal’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

D. Scott Neal’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
2014
Q2 		– Sell
-155,065
Closed -$8.21M – 38
2014
Q1 		$8.21M Sell
155,065
-1,424
-0.9% -$75.5K 6.9% 5
2013
Q4 		$8.28M Buy
+156,489
New +$8.31M 7.42% 6

Other funds holding STPZ

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D. Scott Neal's STPZ Position: Q2 2014 in Review

D. Scott Neal sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2014, closing a stake of 155,065 shares — an estimated $8.21M sold.

D. Scott Neal first reported a position in STPZ in Q4 2013 and held it in 2 quarters. The position peaked at $8.28M in Q4 2013. 80 funds tracked by Wall St. Rank hold STPZ as of Q2 2014.

  • D. Scott Neal reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2014 after selling out during the quarter.
  • D. Scott Neal sold 155,065 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2014, an estimated $8.21M.
  • D. Scott Neal first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2013 and held it in 2 quarters.
  • D. Scott Neal's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $8.28M in Q4 2013.
  • 80 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2014.

Based on D. Scott Neal's 13F filing for Q2 2014, filed 8 Jul 2014.