FIB
TUZ

First Interstate Bank’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

First Interstate Bank’s Portfolio TUZ Stock Details TUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-266
Closed -$13K – 732
2017
Q2 		$13K Buy
+266
New +$13.5K ﹤0.01% 522

Other funds holding TUZ

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

First Interstate Bank's TUZ Position: Q3 2017 in Review

First Interstate Bank sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q3 2017, closing a stake of 266 shares — an estimated $13K sold.

First Interstate Bank first reported a position in TUZ in Q2 2017 and held it in 1 quarter. The position peaked at $13K in Q2 2017. 36 funds tracked by Wall St. Rank hold TUZ as of Q3 2017.

  • First Interstate Bank reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q3 2017 after selling out during the quarter.
  • First Interstate Bank sold 266 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q3 2017, an estimated $13K.
  • First Interstate Bank first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q2 2017 and held it in 1 quarter.
  • First Interstate Bank's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $13K in Q2 2017.
  • 36 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q3 2017.

Based on First Interstate Bank's 13F filing for Q3 2017, filed 8 Nov 2017.