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

Jefferies Group’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
2014
Q4 		– Sell
-68
Closed -$4K – 2312
2014
Q3 		$4K Buy
+68
New +$3.62K ﹤0.01% 2069
2013
Q4 		– Sell
-69
Closed -$4K – 2206
2013
Q3 		$4K Buy
+69
New +$3.65K ﹤0.01% 1854

Other funds holding STPZ

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jefferies Group's STPZ Position: Q4 2014 in Review

Jefferies Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2014, closing a stake of 68 shares — an estimated $4K sold.

Jefferies Group first reported a position in STPZ in Q3 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2014. 98 funds tracked by Wall St. Rank hold STPZ as of Q4 2014.

  • Jefferies Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2014 after selling out during the quarter.
  • Jefferies Group sold 68 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2014, an estimated $4K.
  • Jefferies Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q3 2013 and held it in 2 quarters.
  • Jefferies Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4K in Q3 2014.
  • 98 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2014.

Based on Jefferies Group's 13F filing for Q4 2014, filed 17 Feb 2015.