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Farmers & Merchants Investments Inc’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Farmers & Merchants Investments Inc’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
2015
Q4 		– Sell
-1,775
Closed -$92K – 750
2015
Q3 		$92K Hold
1,775
– – 0.01% 237
2015
Q2 		$93K Hold
1,775
– – 0.01% 242
2015
Q1 		$92K Hold
1,775
– – 0.01% 243
2014
Q4 		$92K Hold
1,775
– – 0.01% 236
2014
Q3 		$93K Hold
1,775
– – 0.01% 232
2014
Q2 		$95K Hold
1,775
– – 0.01% 236
2014
Q1 		$94K Hold
1,775
– – 0.01% 234
2013
Q4 		$94K Hold
1,775
– – 0.01% 242
2013
Q3 		$94K Hold
1,775
– – 0.01% 241
2013
Q2 		$93K Buy
+1,775
New +$95.1K 0.01% 244

Other funds holding STPZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Farmers & Merchants Investments Inc's STPZ Position: Q4 2015 in Review

Farmers & Merchants Investments Inc sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2015, closing a stake of 1,775 shares — an estimated $92K sold.

Farmers & Merchants Investments Inc first reported a position in STPZ in Q2 2013 and held it in 10 quarters. The position peaked at $95K in Q2 2014. 90 funds tracked by Wall St. Rank hold STPZ as of Q4 2015.

  • Farmers & Merchants Investments Inc reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,775 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2015, an estimated $92K.
  • Farmers & Merchants Investments Inc first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 10 quarters.
  • Farmers & Merchants Investments Inc's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $95K in Q2 2014.
  • 90 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2015.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2015, filed 2 Feb 2016.