DWM
STPZ icon

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

Doyle Wealth 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
2019
Q3 		– Sell
-186
Closed -$10K – 693
2019
Q2 		$10K Buy
+186
New +$9.68K ﹤0.01% 637
2019
Q1 		– Sell
-250
Closed -$13K – 677
2018
Q4 		$13K Buy
+250
New +$12.7K ﹤0.01% 585

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Doyle Wealth Management's STPZ Position: Q3 2019 in Review

Doyle Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2019, closing a stake of 186 shares — an estimated $10K sold.

Doyle Wealth Management first reported a position in STPZ in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2018. 91 funds tracked by Wall St. Rank hold STPZ as of Q3 2019.

  • Doyle Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 186 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2019, an estimated $10K.
  • Doyle Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $13K in Q4 2018.
  • 91 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.