Fusion Investment Group’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Fusion Investment Group’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
2015 Q4	$829K	Buy	16,365 +9	+0.1%	+$458	2.22%	15
2015 Q3	$835K	Buy	16,356 +7	+0%	+$357	1.97%	14
2015 Q2	$833K	Buy	16,349 +5	+0%	+$255	0.65%	34
2015 Q1	$834K	Buy	16,344 +6	+0%	+$306	0.67%	31
2014 Q4	$833K	Buy	16,338 +2,036	+14%	+$104K	0.7%	28
2014 Q3	$728K	Buy	14,302 +4	+0%	+$204	0.63%	29
2014 Q2	$728K	Buy	14,298 +4	+0%	+$204	0.63%	29
2014 Q1	$727K	Buy	14,294 +5,894	+70%	+$300K	0.74%	24
2013 Q4	$427K	Buy	+8,400	New	+$428K	0.32%	72

Other funds holding TUZ

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Fusion Investment Group's TUZ Position: Q4 2015 in Review

Fusion Investment Group increased its PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) stake by 0.06% in Q4 2015, buying an estimated $458 and bringing the position to 16,365 shares worth $829K. The position accounts for 2.22% of the portfolio, ranked #15.

Fusion Investment Group first reported a position in TUZ in Q4 2013 and has held it in 9 quarters since. The position peaked at $835K in Q3 2015. 32 funds tracked by Wall St. Rank hold TUZ as of Q4 2015.

Fusion Investment Group held 16,365 shares of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund worth $829K as of Q4 2015.
Fusion Investment Group bought 9 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2015, an estimated $458.
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund made up 2.22% of Fusion Investment Group's portfolio in Q4 2015, its #15 holding.
Fusion Investment Group first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $835K in Q3 2015.
32 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.