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Estate Counselors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Estate Counselors’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,600
Closed -$326K – 65
2017
Q1 		$326K Sell
5,600
-10,400
-65% -$602K 0.08% 60
2016
Q4 		$919K Buy
+16,000
New +$930K 0.25% 56
2016
Q1 		– Sell
-9,000
Closed -$497K – 68
2015
Q4 		$497K Buy
+9,000
New +$502K 0.2% 59

Other funds holding TIPZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Estate Counselors's TIPZ Position: Q2 2017 in Review

Estate Counselors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q2 2017, closing a stake of 5,600 shares — an estimated $326K sold.

Estate Counselors first reported a position in TIPZ in Q4 2015 and held it in 3 quarters. The position peaked at $919K in Q4 2016. 28 funds tracked by Wall St. Rank hold TIPZ as of Q2 2017.

  • Estate Counselors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q2 2017 after selling out during the quarter.
  • Estate Counselors sold 5,600 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q2 2017, an estimated $326K.
  • Estate Counselors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2015 and held it in 3 quarters.
  • Estate Counselors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $919K in Q4 2016.
  • 28 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q2 2017.

Based on Estate Counselors's 13F filing for Q2 2017, filed 13 Jul 2017.