FS
LTPZ icon

Ferguson Shapiro’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Ferguson Shapiro’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-220,788
Closed -$18.5M – 35
2020
Q2 		$18.5M Buy
+220,788
New +$18.2M 12.76% 2

Other funds holding LTPZ

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
Vident Investment Advisory
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ferguson Shapiro's LTPZ Position: Q3 2020 in Review

Ferguson Shapiro sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2020, closing a stake of 220,788 shares — an estimated $18.5M sold.

Ferguson Shapiro first reported a position in LTPZ in Q2 2020 and held it in 1 quarter. The position peaked at $18.5M in Q2 2020. 58 funds tracked by Wall St. Rank hold LTPZ as of Q3 2020.

  • Ferguson Shapiro reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2020 after selling out during the quarter.
  • Ferguson Shapiro sold 220,788 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2020, an estimated $18.5M.
  • Ferguson Shapiro first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2020 and held it in 1 quarter.
  • Ferguson Shapiro's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $18.5M in Q2 2020.
  • 58 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2020.

Based on Ferguson Shapiro's 13F filing for Q3 2020, filed 12 Nov 2020.