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

EP Wealth 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
2020
Q1 		– Sell
-4,940
Closed -$259K – 430
2019
Q4 		$259K Sell
4,940
-1,750
-26% -$91.6K 0.01% 356
2019
Q3 		$351K Sell
6,690
-1,263
-16% -$66.3K 0.02% 257
2019
Q2 		$418K Sell
7,953
-2,657
-25% -$138K 0.03% 207
2019
Q1 		$549K Sell
10,610
-6,399
-38% -$328K 0.05% 161
2018
Q4 		$865K Sell
17,009
-9,144
-35% -$466K 0.07% 131
2018
Q3 		$1.34M Buy
+26,153
New +$1.34M 0.1% 100

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $109B AUM 21.36% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return