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Executive Wealth Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Executive Wealth Management’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
2019
Q1 		– Sell
-194
Closed -$11K – 935
2018
Q4 		$11K Buy
+194
New +$10.8K ﹤0.01% 549

Other funds holding TIPZ

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Executive Wealth Management's TIPZ Position: Q1 2019 in Review

Executive Wealth Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q1 2019, closing a stake of 194 shares — an estimated $11K sold.

Executive Wealth Management first reported a position in TIPZ in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 24 funds tracked by Wall St. Rank hold TIPZ as of Q1 2019.

  • Executive Wealth Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 194 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q1 2019, an estimated $11K.
  • Executive Wealth Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $11K in Q4 2018.
  • 24 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.