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Financial Architects (New Jersey)’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Financial Architects (New Jersey)’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
2019
Q3 		– Sell
-1,910
Closed -$101K – 1163
2019
Q2 		$101K Buy
+1,910
New +$99.4K 0.02% 374

Other funds holding STPZ

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TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Architects (New Jersey)'s STPZ Position: Q3 2019 in Review

Financial Architects (New Jersey) sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2019, closing a stake of 1,910 shares — an estimated $101K sold.

Financial Architects (New Jersey) first reported a position in STPZ in Q2 2019 and held it in 1 quarter. The position peaked at $101K in Q2 2019. 91 funds tracked by Wall St. Rank hold STPZ as of Q3 2019.

  • Financial Architects (New Jersey) reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,910 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2019, an estimated $101K.
  • Financial Architects (New Jersey) first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2019 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $101K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2019, filed 6 Nov 2019.