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Destination Wealth Management’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Destination Wealth Management’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10
Closed -$1K – 733
2018
Q2 		$1K Buy
+10
New +$664 ﹤0.01% 491

Other funds holding LTPZ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Destination Wealth Management's LTPZ Position: Q3 2018 in Review

Destination Wealth Management sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2018, closing a stake of 10 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in LTPZ in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 52 funds tracked by Wall St. Rank hold LTPZ as of Q3 2018.

  • Destination Wealth Management reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 10 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2018, an estimated $1K.
  • Destination Wealth Management first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1K in Q2 2018.
  • 52 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.