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Gradient Investments’s PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund ZROZ Stock Holding History

Gradient Investments’s Portfolio ZROZ Stock Details ZROZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8
Closed -$1K – 740
2017
Q2 		$1K Hold
8
– – ﹤0.01% 767
2017
Q1 		$1K Hold
8
– – ﹤0.01% 740
2016
Q4 		$1K Hold
8
– – ﹤0.01% 703
2016
Q3 		$1K Hold
8
– – ﹤0.01% 679
2016
Q2 		$1K Hold
8
– – ﹤0.01% 683
2016
Q1 		$1K Buy
+8
New +$967 ﹤0.01% 696

Other funds holding ZROZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's ZROZ Position: Q3 2017 in Review

Gradient Investments sold out of PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund (ZROZ) in Q3 2017, closing a stake of 8 shares — an estimated $1K sold.

Gradient Investments first reported a position in ZROZ in Q1 2016 and held it in 6 quarters. The position peaked at $1K in Q2 2017. 28 funds tracked by Wall St. Rank hold ZROZ as of Q3 2017.

  • Gradient Investments reported no remaining PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position as of Q3 2017 after selling out during the quarter.
  • Gradient Investments sold 8 PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund shares in Q3 2017, an estimated $1K.
  • Gradient Investments first reported a position in PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund in Q1 2016 and held it in 6 quarters.
  • Gradient Investments's PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund position peaked at $1K in Q2 2017.
  • 28 funds tracked by Wall St. Rank held PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund as of Q3 2017.

Based on Gradient Investments's 13F filing for Q3 2017, filed 16 Oct 2017.