First Allied Advisory Services’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

First Allied Advisory Services’s Portfolio TIPZ Stock Details TIPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$258K	Buy	3,976 +622	+19%	+$40.2K	0.01%	963
2020 Q2	$212K	Buy	+3,354	New	+$210K	0.01%	975
2017 Q1	–	Sell	-4,161	Closed	-$239K	–	1168
2016 Q4	$239K	Buy	+4,161	New	+$242K	0.01%	904

Other funds holding TIPZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

First Allied Advisory Services's TIPZ Position: Q3 2020 in Review

First Allied Advisory Services increased its PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) stake by 19% in Q3 2020, buying an estimated $40.2K and bringing the position to 3,976 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #963.

First Allied Advisory Services first reported a position in TIPZ in Q4 2016 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold TIPZ as of Q3 2020.

First Allied Advisory Services held 3,976 shares of PIMCO Broad US TIPS Index Exchange-Traded Fund worth $258K as of Q3 2020.
First Allied Advisory Services bought 622 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2020, an estimated $40.2K.
PIMCO Broad US TIPS Index Exchange-Traded Fund made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #963 holding.
First Allied Advisory Services first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q4 2016 and has held it in 3 quarters since.
31 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.