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

Kavar Capital Partners 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
Q2 		– Sell
-271
Closed -$14K – 394
2014
Q1 		$14K Hold
271
– – 0.01% 290
2013
Q4 		$14K Buy
+271
New +$14.4K 0.01% 270

Other funds holding STPZ

Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TIAA CREF Trust
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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 $617B AUM 30.33% 1-Year Est. Return
Destination Wealth Management
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kavar Capital Partners Group's STPZ Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2014, closing a stake of 271 shares — an estimated $14K sold.

Kavar Capital Partners Group first reported a position in STPZ in Q4 2013 and held it in 2 quarters. The position peaked at $14K in Q1 2014. 80 funds tracked by Wall St. Rank hold STPZ as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 271 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2014, an estimated $14K.
  • Kavar Capital Partners Group first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $14K in Q1 2014.
  • 80 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.