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First Allied Advisory Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

First Allied Advisory Services’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
Q4 		– Sell
-370
Closed -$19K – 1573
2019
Q3 		$19K Buy
+370
New +$19.4K ﹤0.01% 1478
2018
Q1 		– Sell
-100
Closed -$5K – 1472
2017
Q4 		$5K Sell
100
-34,586
-100% -$1.8M ﹤0.01% 1493
2017
Q3 		$1.81M Buy
34,686
+701
+2% +$36.6K 0.08% 267
2017
Q2 		$1.77M Buy
33,985
+9,966
+41% +$523K 0.08% 272
2017
Q1 		$1.31M Buy
24,019
+14,445
+151% +$760K 0.07% 304
2016
Q4 		$502K Buy
9,574
+2,175
+29% +$114K 0.03% 587
2016
Q3 		$390K Buy
7,399
+163
+2% +$8.57K 0.02% 645
2016
Q2 		$383K Sell
7,236
-876
-11% -$45.9K 0.02% 648
2016
Q1 		$426K Sell
8,112
-2,131
-21% -$110K 0.02% 603
2015
Q4 		$528K Buy
10,243
+2,039
+25% +$105K 0.03% 565
2015
Q3 		$424K Sell
8,204
-219
-3% -$11.3K 0.02% 616
2015
Q2 		$440K Buy
8,423
+1,266
+18% +$66.1K 0.02% 657
2015
Q1 		$370K Buy
7,157
+2,980
+71% +$155K 0.02% 690
2014
Q4 		$219K Buy
+4,177
New +$219K 0.02% 897
2014
Q1 		– Sell
-5,082
Closed -$270K – 1049
2013
Q4 		$270K Sell
5,082
-110
-2% -$5.84K 0.02% 708
2013
Q3 		$277K Buy
5,192
+272
+6% +$14.4K 0.02% 759
2013
Q2 		$262K Buy
+4,920
New +$264K 0.02% 728

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
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
BCI
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Allied Advisory Services's STPZ Position: Q4 2019 in Review

First Allied Advisory Services sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2019, closing a stake of 370 shares — an estimated $19K sold.

First Allied Advisory Services first reported a position in STPZ in Q2 2013 and held it in 17 quarters. The position peaked at $1.81M in Q3 2017. 94 funds tracked by Wall St. Rank hold STPZ as of Q4 2019.

  • First Allied Advisory Services reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2019 after selling out during the quarter.
  • First Allied Advisory Services sold 370 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2019, an estimated $19K.
  • First Allied Advisory Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 17 quarters.
  • First Allied Advisory Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.81M in Q3 2017.
  • 94 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.