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

Evercore 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
2018 Q1	–	Sell	-3,200	Closed	-$166K	–	733
2017 Q4	$166K	Hold	3,200	–	–	0.01%	389
2017 Q3	$167K	Hold	3,200	–	–	0.01%	390
2017 Q2	$167K	Hold	3,200	–	–	0.01%	389
2017 Q1	$169K	Hold	3,200	–	–	0.01%	395
2016 Q4	$168K	Hold	3,200	–	–	0.01%	406
2016 Q3	$169K	Hold	3,200	–	–	0.01%	407
2016 Q2	$169K	Hold	3,200	–	–	0.01%	388
2016 Q1	$168K	Hold	3,200	–	–	0.01%	385
2015 Q4	$164K	Hold	3,200	–	–	0.01%	406
2015 Q3	$165K	Hold	3,200	–	–	0.01%	413
2015 Q2	$167K	Hold	3,200	–	–	0.01%	450
2015 Q1	$166K	Buy	+3,200	New	+$166K	0.01%	449

Other funds holding STPZ

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Evercore Wealth Management's STPZ Position: Q1 2018 in Review

Evercore Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2018, closing a stake of 3,200 shares — an estimated $166K sold.

Evercore Wealth Management first reported a position in STPZ in Q1 2015 and held it in 12 quarters. The position peaked at $169K in Q1 2017. 103 funds tracked by Wall St. Rank hold STPZ as of Q1 2018.

Evercore Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 3,200 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2018, an estimated $166K.
Evercore Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q1 2015 and held it in 12 quarters.
Evercore Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $169K in Q1 2017.
103 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.