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Eagle Global Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Eagle Global Advisors’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
Q1 		– Sell
-3,850
Closed -$204K – 300
2013
Q4 		$204K Sell
3,850
-6,849
-64% -$364K 0.01% 229
2013
Q3 		$567K Hold
10,699
– – 0.02% 173
2013
Q2 		$563K Buy
+10,699
New +$573K 0.02% 160

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Eagle Global Advisors's STPZ Position: Q1 2014 in Review

Eagle Global Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2014, closing a stake of 3,850 shares — an estimated $204K sold.

Eagle Global Advisors first reported a position in STPZ in Q2 2013 and held it in 3 quarters. The position peaked at $567K in Q3 2013. 93 funds tracked by Wall St. Rank hold STPZ as of Q1 2014.

  • Eagle Global Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2014 after selling out during the quarter.
  • Eagle Global Advisors sold 3,850 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2014, an estimated $204K.
  • Eagle Global Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 3 quarters.
  • Eagle Global Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $567K in Q3 2013.
  • 93 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2014.

Based on Eagle Global Advisors's 13F filing for Q1 2014, filed 15 May 2014.