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F-Squared Investment Management’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

F-Squared Investment 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
2014
Q3 		– Sell
-1,081,908
Closed -$62.9M – 52
2014
Q2 		$62.9M Buy
+1,081,908
New +$62.1M 1.59% 29

Other funds holding TIPZ

JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

F-Squared Investment Management's TIPZ Position: Q3 2014 in Review

F-Squared Investment Management sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2014, closing a stake of 1,081,908 shares — an estimated $62.9M sold.

F-Squared Investment Management first reported a position in TIPZ in Q2 2014 and held it in 1 quarter. The position peaked at $62.9M in Q2 2014. 24 funds tracked by Wall St. Rank hold TIPZ as of Q3 2014.

  • F-Squared Investment Management reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2014 after selling out during the quarter.
  • F-Squared Investment Management sold 1,081,908 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2014, an estimated $62.9M.
  • F-Squared Investment Management first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2014 and held it in 1 quarter.
  • F-Squared Investment Management's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $62.9M in Q2 2014.
  • 24 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2014.

Based on F-Squared Investment Management's 13F filing for Q3 2014, filed 14 Nov 2014.