Johnson Financial Group LLC (Colorado)’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Johnson Financial Group LLC (Colorado)’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
2017 Q1	–	Sell	-6,428	Closed	-$326K	–	105
2016 Q4	$326K	Buy	+6,428	New	+$327K	0.26%	56

Other funds holding TUZ

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s TUZ Position: Q1 2017 in Review

Johnson Financial Group LLC (Colorado) sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q1 2017, closing a stake of 6,428 shares — an estimated $326K sold.

Johnson Financial Group LLC (Colorado) first reported a position in TUZ in Q4 2016 and held it in 1 quarter. The position peaked at $326K in Q4 2016. 40 funds tracked by Wall St. Rank hold TUZ as of Q1 2017.

Johnson Financial Group LLC (Colorado) reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q1 2017 after selling out during the quarter.
Johnson Financial Group LLC (Colorado) sold 6,428 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q1 2017, an estimated $326K.
Johnson Financial Group LLC (Colorado) first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q4 2016 and held it in 1 quarter.
Johnson Financial Group LLC (Colorado)'s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $326K in Q4 2016.
40 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q1 2017.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2017, filed 11 May 2017.