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Deane Retirement Strategies’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Deane Retirement Strategies’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
2017
Q2 		– Sell
-78,367
Closed -$4.14M – 77
2017
Q1 		$4.14M Buy
78,367
+3,778
+5% +$199K 3.44% 9
2016
Q4 		$3.91M Buy
74,589
+655
+0.9% +$34.3K 3.49% 7
2016
Q3 		$3.9M Buy
+73,934
New +$3.89M 3.55% 7

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
AC
Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Deane Retirement Strategies's STPZ Position: Q2 2017 in Review

Deane Retirement Strategies sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2017, closing a stake of 78,367 shares — an estimated $4.14M sold.

Deane Retirement Strategies first reported a position in STPZ in Q3 2016 and held it in 3 quarters. The position peaked at $4.14M in Q1 2017. 112 funds tracked by Wall St. Rank hold STPZ as of Q2 2017.

  • Deane Retirement Strategies reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2017 after selling out during the quarter.
  • Deane Retirement Strategies sold 78,367 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2017, an estimated $4.14M.
  • Deane Retirement Strategies first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2016 and held it in 3 quarters.
  • Deane Retirement Strategies's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4.14M in Q1 2017.
  • 112 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2017.

Based on Deane Retirement Strategies's 13F filing for Q2 2017, filed 10 Jul 2017.