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

Elmwood 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
Q2 		– Sell
-31
Closed -$2K – 301
2019
Q1 		$2K Buy
+31
New +$1.59K ﹤0.01% 264

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Bank of America
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Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elmwood Wealth Management's STPZ Position: Q2 2019 in Review

Elmwood Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2019, closing a stake of 31 shares — an estimated $2K sold.

Elmwood Wealth Management first reported a position in STPZ in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 101 funds tracked by Wall St. Rank hold STPZ as of Q2 2019.

  • Elmwood Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 31 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2019, an estimated $2K.
  • Elmwood Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2019 and held it in 1 quarter.
  • Elmwood Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $2K in Q1 2019.
  • 101 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2019.

Based on Elmwood Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.