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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 $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 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 $424B AUM 22.96% 1-Year Est. Return

Klingman & Associates's STPZ Position: Q4 2016 in Review

Klingman & Associates sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q4 2016, closing a stake of 2,250 shares — an estimated $119K sold.

Klingman & Associates first reported a position in STPZ in Q4 2014 and held it in 8 quarters. The position peaked at $119K in Q3 2016. 105 funds tracked by Wall St. Rank hold STPZ as of Q4 2016.

  • Klingman & Associates reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 2,250 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q4 2016, an estimated $119K.
  • Klingman & Associates first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2014 and held it in 8 quarters.
  • Klingman & Associates's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $119K in Q3 2016.
  • 105 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.