KA
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Klingman & Associates’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-2,250
Closed -$119K – 284
2016
Q3 		$119K Hold
2,250
– – 0.04% 124
2016
Q2 		$119K Hold
2,250
– – 0.04% 123
2016
Q1 		$118K Hold
2,250
– – 0.04% 124
2015
Q4 		$115K Hold
2,250
– – 0.04% 144
2015
Q3 		$116K Hold
2,250
– – 0.05% 144
2015
Q2 		$117K Hold
2,250
– – 0.05% 123
2015
Q1 		$117K Hold
2,250
– – 0.05% 118
2014
Q4 		$116K Buy
+2,250
New +$118K 0.05% 115

Other funds holding STPZ

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Abbrea Capital Greenbrae, California $755M AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return