Goldman Sachs’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Goldman Sachs’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	–	Sell	-17,231	Closed	-$880K	–	7480
2015 Q3	$880K	Sell	17,231 -2,696	-14%	-$138K	﹤0.01%	4600
2015 Q2	$1.01M	Sell	19,927 -9,084	-31%	-$463K	﹤0.01%	4531
2015 Q1	$1.48M	Buy	+29,011	New	+$1.48M	﹤0.01%	4081
2014 Q4	–	Sell	-6,172	Closed	-$314K	–	7420
2014 Q3	$314K	Hold	6,172	–	–	﹤0.01%	5719
2014 Q2	$314K	Buy	+6,172	New	+$314K	﹤0.01%	5779

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

Goldman Sachs's TUZ Position: Q4 2015 in Review

Goldman Sachs sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2015, closing a stake of 17,231 shares — an estimated $880K sold.

Goldman Sachs first reported a position in TUZ in Q2 2014 and held it in 5 quarters. The position peaked at $1.48M in Q1 2015. 32 funds tracked by Wall St. Rank hold TUZ as of Q4 2015.

Goldman Sachs reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
Goldman Sachs sold 17,231 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q4 2015, an estimated $880K.
Goldman Sachs first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q2 2014 and held it in 5 quarters.
Goldman Sachs's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $1.48M in Q1 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 Goldman Sachs's 13F filing for Q4 2015, filed 16 Feb 2016.