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

First Personal Financial 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
2020
Q1 		– Sell
-128
Closed -$7K – 495
2019
Q4 		$7K Buy
+128
New +$6.7K ﹤0.01% 296

Other funds holding STPZ

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HighTower Advisors
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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
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

First Personal Financial Services's STPZ Position: Q1 2020 in Review

First Personal Financial Services sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2020, closing a stake of 128 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in STPZ in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 100 funds tracked by Wall St. Rank hold STPZ as of Q1 2020.

  • First Personal Financial Services reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 128 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2020, an estimated $7K.
  • First Personal Financial Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2019 and held it in 1 quarter.
  • First Personal Financial Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $7K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.