Financial Gravity Companies’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Financial Gravity Companies’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
2018 Q4	$49K	Buy	+772	New	+$48K	0.04%	336
2018 Q1	$43K	Hold	653	–	–	0.04%	350
2017 Q4	$45K	Buy	+653	New	+$44K	0.05%	306

Other funds holding LTPZ

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Financial Gravity Companies's LTPZ Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2018: 772 shares worth $49K. The stake represents 0.04% of the portfolio and ranks #336 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LTPZ as recently as Q1 2018.

Financial Gravity Companies first reported a position in LTPZ in Q4 2017 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold LTPZ as of Q4 2018.

Financial Gravity Companies held 772 shares of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund worth $49K as of Q4 2018.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund was a new Financial Gravity Companies position in Q4 2018.
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund made up 0.04% of Financial Gravity Companies's portfolio in Q4 2018, its #336 holding.
Financial Gravity Companies first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q4 2017 and has held it in 3 quarters since.
51 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.