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IberiaBank’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

IberiaBank’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
2013
Q4 		– Sell
-9,480
Closed -$503K – 152
2013
Q3 		$503K Sell
9,480
-20,749
-69% -$1.1M 0.33% 80
2013
Q2 		$1.59M Buy
+30,229
New +$1.62M 1.2% 30

Other funds holding STPZ

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IberiaBank's STPZ Position: Q4 2013 in Review

IberiaBank sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2013, closing a stake of 9,480 shares — an estimated $503K sold.

IberiaBank first reported a position in STPZ in Q2 2013 and held it in 2 quarters. The position peaked at $1.59M in Q2 2013. 92 funds tracked by Wall St. Rank hold STPZ as of Q4 2013.

  • IberiaBank reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2013 after selling out during the quarter.
  • IberiaBank sold 9,480 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2013, an estimated $503K.
  • IberiaBank first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2013 and held it in 2 quarters.
  • IberiaBank's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $1.59M in Q2 2013.
  • 92 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2013.

Based on IberiaBank's 13F filing for Q4 2013, filed 11 Feb 2014.