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GW Henssler & Associates’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

GW Henssler & Associates’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
2015
Q4 		– Sell
-4,766
Closed -$266K – 177
2015
Q3 		$266K Buy
+4,766
New +$269K 0.03% 137

Other funds holding TIPZ

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

GW Henssler & Associates's TIPZ Position: Q4 2015 in Review

GW Henssler & Associates sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2015, closing a stake of 4,766 shares — an estimated $266K sold.

GW Henssler & Associates first reported a position in TIPZ in Q3 2015 and held it in 1 quarter. The position peaked at $266K in Q3 2015. 20 funds tracked by Wall St. Rank hold TIPZ as of Q4 2015.

  • GW Henssler & Associates reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
  • GW Henssler & Associates sold 4,766 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2015, an estimated $266K.
  • GW Henssler & Associates first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2015 and held it in 1 quarter.
  • GW Henssler & Associates's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $266K in Q3 2015.
  • 20 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2015.

Based on GW Henssler & Associates's 13F filing for Q4 2015, filed 28 Jan 2016.