Hanson & Doremus Investment Management’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Hanson & Doremus Investment Management’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
2019 Q2	–	Sell	-565	Closed	-$29K	–	493
2019 Q1	$29K	Hold	565	–	–	0.01%	319
2018 Q4	$28K	Hold	565	–	–	0.01%	310
2018 Q3	$28K	Hold	565	–	–	0.01%	334
2018 Q2	$28K	Hold	565	–	–	0.01%	356
2018 Q1	$28K	Hold	565	–	–	0.01%	367
2017 Q4	$28K	Hold	565	–	–	0.01%	358
2017 Q3	$29K	Hold	565	–	–	0.01%	341
2017 Q2	$29K	Buy	565 +20	+4%	+$1.01K	0.01%	333
2017 Q1	$28K	Hold	545	–	–	0.01%	318
2016 Q4	$27.6K	Hold	545	–	–	0.01%	307
2016 Q3	$28K	Hold	545	–	–	0.01%	285
2016 Q2	$28K	Hold	545	–	–	0.01%	283
2016 Q1	$28K	Hold	545	–	–	0.01%	292
2015 Q4	$28K	Sell	545 -40	-7%	-$2.04K	0.01%	310
2015 Q3	$30K	Hold	585	–	–	0.01%	292
2015 Q2	$30K	Hold	585	–	–	0.01%	303
2015 Q1	$30K	Hold	585	–	–	0.01%	301
2014 Q4	$30K	Hold	585	–	–	0.01%	304
2014 Q3	$30K	Hold	585	–	–	0.01%	295
2014 Q2	$30K	Hold	585	–	–	0.01%	297
2014 Q1	$30K	Buy	585 +125	+27%	+$6.36K	0.01%	288
2013 Q4	$23K	Hold	460	–	–	0.01%	302
2013 Q3	$23K	Hold	460	–	–	0.01%	292
2013 Q2	$23K	Buy	+460	New	+$23.4K	0.01%	274

Other funds holding TUZ

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

LTFS

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

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

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

Hanson & Doremus Investment Management's TUZ Position: Q2 2019 in Review

Hanson & Doremus Investment Management sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q2 2019, closing a stake of 565 shares — an estimated $29K sold.

Hanson & Doremus Investment Management first reported a position in TUZ in Q2 2013 and held it in 24 quarters. The position peaked at $30K in Q3 2015. 24 funds tracked by Wall St. Rank hold TUZ as of Q2 2019.

Hanson & Doremus Investment Management reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Hanson & Doremus Investment Management sold 565 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q2 2019, an estimated $29K.
Hanson & Doremus Investment Management first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q2 2013 and held it in 24 quarters.
Hanson & Doremus Investment Management's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $30K in Q3 2015.
24 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q2 2019.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2019, filed 18 Jul 2019.