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Highland Capital Management (Tennessee)’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Highland Capital Management (Tennessee)’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-300
Closed -$15K – 525
2015
Q3 		$15K Hold
300
– – ﹤0.01% 458
2015
Q2 		$16K Buy
+300
New +$15.7K ﹤0.01% 473

Other funds holding STPZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Highland Capital Management (Tennessee)'s STPZ Position: Q4 2015 in Review

Highland Capital Management (Tennessee) sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2015, closing a stake of 300 shares — an estimated $15K sold.

Highland Capital Management (Tennessee) first reported a position in STPZ in Q2 2015 and held it in 2 quarters. The position peaked at $16K in Q2 2015. 89 funds tracked by Wall St. Rank hold STPZ as of Q4 2015.

  • Highland Capital Management (Tennessee) reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2015 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 300 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2015, an estimated $15K.
  • Highland Capital Management (Tennessee) first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2015 and held it in 2 quarters.
  • Highland Capital Management (Tennessee)'s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $16K in Q2 2015.
  • 89 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2015.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2015, filed 27 Jan 2016.