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FDx Advisors’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

FDx Advisors’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
2014
Q3 		– Sell
-12,895
Closed -$691K – 994
2014
Q2 		$691K Buy
12,895
+6,946
+117% +$371K 0.05% 461
2014
Q1 		$315K Buy
5,949
+1,638
+38% +$86.9K 0.03% 595
2013
Q4 		$228K Buy
+4,311
New +$229K 0.02% 604

Other funds holding STPZ

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FDx Advisors's STPZ Position: Q3 2014 in Review

FDx Advisors sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2014, closing a stake of 12,895 shares — an estimated $691K sold.

FDx Advisors first reported a position in STPZ in Q4 2013 and held it in 3 quarters. The position peaked at $691K in Q2 2014. 96 funds tracked by Wall St. Rank hold STPZ as of Q3 2014.

  • FDx Advisors reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2014 after selling out during the quarter.
  • FDx Advisors sold 12,895 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2014, an estimated $691K.
  • FDx Advisors first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2013 and held it in 3 quarters.
  • FDx Advisors's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $691K in Q2 2014.
  • 96 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2014.

Based on FDx Advisors's 13F filing for Q3 2014, filed 17 Nov 2014.