Kingsview Wealth Management’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Kingsview Wealth Management’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 Q2	–	Sell	-4,422	Closed	-$224K	–	401
2017 Q1	$224K	Buy	+4,422	New	+$224K	0.13%	203

Other funds holding TUZ

FIM

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kingsview Wealth Management's TUZ Position: Q2 2017 in Review

Kingsview Wealth Management sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q2 2017, closing a stake of 4,422 shares — an estimated $224K sold.

Kingsview Wealth Management first reported a position in TUZ in Q1 2017 and held it in 1 quarter. The position peaked at $224K in Q1 2017. 39 funds tracked by Wall St. Rank hold TUZ as of Q2 2017.

Kingsview Wealth Management reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q2 2017 after selling out during the quarter.
Kingsview Wealth Management sold 4,422 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q2 2017, an estimated $224K.
Kingsview Wealth Management first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q1 2017 and held it in 1 quarter.
Kingsview Wealth Management's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $224K in Q1 2017.
39 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q2 2017.

Based on Kingsview Wealth Management's 13F filing for Q2 2017, filed 29 Jan 2020.