HCM
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Horan Capital Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Horan Capital Management’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
2018
Q3 		– Sell
-2,361
Closed -$122K – 67
2018
Q2 		$122K Buy
+2,361
New +$122K 0.02% 62
2018
Q1 		– Sell
-5,879
Closed -$305K – 69
2017
Q4 		$305K Sell
5,879
-126,243
-96% -$6.58M 0.06% 63
2017
Q3 		$6.9M Sell
132,122
-500
-0.4% -$26.1K 1.43% 29
2017
Q2 		$6.92M Buy
132,622
+20,985
+19% +$1.1M 1.51% 28
2017
Q1 		$5.9M Buy
111,637
+50,040
+81% +$2.63M 1.34% 27
2016
Q4 		$3.23M Buy
61,597
+14,913
+32% +$782K 0.84% 33
2016
Q3 		$2.46M Buy
46,684
+13,760
+42% +$723K 0.65% 36
2016
Q2 		$1.74M Buy
32,924
+5,290
+19% +$277K 0.48% 41
2016
Q1 		$1.45M Buy
+27,634
New +$1.43M 0.4% 44

Other funds holding STPZ

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return