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

Gateway Advisory’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
2013
Q3 		– Sell
-32,953
Closed -$1.85M – 35
2013
Q2 		$1.85M Buy
+32,953
New +$1.96M 1.11% 23

Other funds holding TIPZ

VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Advisory's TIPZ Position: Q3 2013 in Review

Gateway Advisory sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q3 2013, closing a stake of 32,953 shares — an estimated $1.85M sold.

Gateway Advisory first reported a position in TIPZ in Q2 2013 and held it in 1 quarter. The position peaked at $1.85M in Q2 2013. 22 funds tracked by Wall St. Rank hold TIPZ as of Q3 2013.

  • Gateway Advisory reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q3 2013 after selling out during the quarter.
  • Gateway Advisory sold 32,953 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q3 2013, an estimated $1.85M.
  • Gateway Advisory first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 1 quarter.
  • Gateway Advisory's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $1.85M in Q2 2013.
  • 22 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q3 2013.

Based on Gateway Advisory's 13F filing for Q3 2013, filed 18 Oct 2013.