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Flagship Harbor Advisors’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Flagship Harbor Advisors’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
2020
Q4 		– Sell
-18
Closed -$1K – 1213
2020
Q3 		$1K Hold
18
– – ﹤0.01% 1832
2020
Q2 		$1K Hold
18
– – ﹤0.01% 1922
2020
Q1 		$1K Hold
18
– – ﹤0.01% 1767
2019
Q4 		$1K Hold
18
– – ﹤0.01% 1805
2019
Q3 		$1K Hold
18
– – ﹤0.01% 1764
2019
Q2 		$1K Hold
18
– – ﹤0.01% 1786
2019
Q1 		$1K Hold
18
– – ﹤0.01% 1765
2018
Q4 		$1K Hold
18
– – ﹤0.01% 1751
2018
Q3 		$1K Hold
18
– – ﹤0.01% 1994
2018
Q2 		$1K Buy
+18
New +$1.2K ﹤0.01% 1950

Other funds holding LTPZ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
TCCM
Timber Creek Capital Management Boston, Massachusetts $490M AUM 59.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Flagship Harbor Advisors's LTPZ Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q4 2020, closing a stake of 18 shares — an estimated $1K sold.

Flagship Harbor Advisors first reported a position in LTPZ in Q2 2018 and held it in 10 quarters. The position peaked at $1K in Q3 2020. 69 funds tracked by Wall St. Rank hold LTPZ as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 18 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q4 2020, an estimated $1K.
  • Flagship Harbor Advisors first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2018 and held it in 10 quarters.
  • Flagship Harbor Advisors's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $1K in Q3 2020.
  • 69 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.